If you are or have ever been a pet owner, I probably don’t need to explain the joy of having a furry (or not so furry) friend around the house, but maybe you didn’t know all the actual health benefits they can provide. For those of you who are hesitant to take on that kind […]
The Best Kind of Medicine–A Furry Companion Read More »
If you hope to retire soon and are concerned about what the future may hold for your investments, you are not alone. Inflation has many retirees and soon-to-be retirees worried about outliving their savings and investments.1 What might you do to survive and even thrive during volatile markets? A financial plan may help you feel
Enduring Market Volatility With a Financial Plan Read More »
Medicare policies are the health insurance benefits you have worked toward throughout your life, and having the proper policy is critical as you are likely to face more health problems as you age. While these policies can provide you with the coverage you need for your health conditions later in life, they may be confusing
4 Most Common Medicare Mistakes People Make Read More »
Targeted scams have become even more popular with the amount of personal information readily available on the internet. Social Security recipients are, unfortunately, targeted by some of the most sophisticated scam artists out there. From phone scams to phishing attempts and intercepted deposits, here are three common Social Security scams and how you might avoid
3 Common Social Security Scams and How To Avoid Being Fooled by Them Read More »
Times to call your financial advisor Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when we’re feeling depressed. As
Everyone needs to clean-up their financial clutter at least once a year Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid
Spring Cleaning Your Investments Read More »
Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding the complexities of wealth preservation is crucial. Whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment, more women today find themselves in the ranks of HNW individuals. What makes a woman’s situation
Pearls of Wisdom: Wealth Preservation for High-Net-Worth Women Read More »
Healthcare is one of the more difficult areas to navigate as you get closer to retirement. With so much focus on saving enough for retirement and ensuring that your investments will keep up with inflation, many people fail to square away their healthcare affairs before retirement age. However, if you want a greater chance of
Get Your Healthcare Affairs in Order as You Approach Retirement Read More »
Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality time together. Retiring simultaneously can bring many benefits, such as shared experiences and time together, which may result in a stronger bond. However, it is essential to note that
Retiring Early As a Couple: A Financial Love Story Read More »
Three science-backed avenues to retirement enrichment and fulfillment Retirement is often idealized as a serene period of well-deserved rest and leisure. Yet, while the respite from a career’s demands is welcome, retirees soon find that the keys to living well in this new phase are engagement and purpose. Research consistently shows that having a sense
Tips to Planning Your Purposeful Retirement Read More »
