How Your Kid’s Money Mistakes Can Affect Your Retirement

You may be thinking: “My kids have their finances, and I have mine. How could they possibly affect my life?” But adult children can sometimes affect your financial life, even if right now it seems like they’re on their own. Here’s an example: Your child lost their job and is having trouble making their rent ...

2024-02-26T14:38:42+00:00February 26th, 2024|Blog, Financial Planning|

Working During Retirement May Not Be So Bad

It's understandable if the rising expenses associated with retirement have you worried. The unpredictability of the market, coupled with soaring interest rates, has certainly created a climate of uncertainty.[1] One way to alleviate concerns about money in retirement is to contemplate the possibility of continuing to work in some form. While you might feel reluctant ...

2024-02-16T17:11:55+00:00February 19th, 2024|Blog, Retirement Planning|

Can an Annuity Help with Your Retirement Worries?

Annuities may be the missing piece in your retirement planning toolbox. Understanding the concept of annuities and how they can be beneficial to you is crucial when tailoring a retirement plan that fits your unique circumstances. Before we delve into the intricate details, let's discuss how an annuity can potentially benefit you. An annuity is ...

2024-02-12T15:29:41+00:00February 12th, 2024|Blog, Financial Planning, Investing, Retirement Income Planning|

Long-Term Care Costs Could Deplete Your Finances

It's likely that you haven't incorporated long-term healthcare into your financial strategy. Two-thirds of baby boomers have yet to establish a plan for potential long-term care requirements.[1] Long-term healthcare transcends the usual scope of routine doctor's appointments. It's a form of medical assistance where you receive help with everyday activities such as eating and bathing. ...

2024-01-29T15:59:19+00:00January 29th, 2024|Blog, Financial Planning, Healthcare|

Do You Truly Understand Your Risk Tolerance?

You have probably heard advice that looks something like this when it comes to retirement: As you approach retirement, you should shift your investments and investment strategy to be less risky. But what if that isn’t always the best advice? Are there situations where you can still be aggressive in your retirement investments as you ...

2024-01-22T15:56:57+00:00January 22nd, 2024|Blog, Financial Planning, Investing, Retirement Income Planning|

Do You Understand How Your Retirement Accounts Are Taxed?

One thing many people don’t pay much attention to is how their retirement accounts are taxed. People treat retirement as a simple equation that looks like this: Put money in now → Get money out later. But it’s not that simple! There are a lot of intricacies and strategies for getting as much as you ...

2024-01-16T16:51:41+00:00January 16th, 2024|Blog, Taxes & Tax Planning|

5 Financial Mistakes Your Kids Could Be Making That May Affect You

As you approach your retirement, you may find that your children are starting or are well into their careers. They might be in a position to start saving and planning for their future financial security. But keep in mind that they might not necessarily have the financial know-how that you do! Here are some big ...

2024-01-08T13:30:02+00:00January 8th, 2024|Blog, Financial Planning|

Have a Strategy for Your Family’s Finances

The holiday season brings families together, sharing joy and creating memories. However, it also serves as a reminder of the financial thread that binds you and your loved ones. If you're unfamiliar with how your financial strategies and goals relate to those of your family, the holidays could be an ideal time for a discussion. ...

2024-01-02T18:15:27+00:00January 2nd, 2024|Blog, Financial Planning|

5 Financial Red Flags You Should Avoid This Holiday Season

During the festive season of the holidays, it's easy to get wrapped up in the cheer and overlook the potential financial pitfalls. This article aims to highlight some key financial mistakes our team sees during this season and offer advice on how to avoid them, ensuring you start the New Year on a sound financial ...

2023-12-27T03:08:41+00:00December 27th, 2023|Blog, Financial Insights, Financial Planning|
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