Retirement accounts are a cornerstone of today’s retirement strategies. While everyone might recognize the terms “IRA” or “401(k),” it’s important to familiarize yourself with how they work so you can understand how they may play a role [...]
In August of 2024, the financial world was abuzz with discussions about the Japanese carry trade and its impact on global markets. For retirees and those nearing retirement, understanding these developments may help you understand why markets [...]
Have you ever considered how your loved ones will be taken care of after your passing? The answer lies in estate planning and life insurance. When effectively combined, these components offer invaluable financial support to your family [...]
As you approach retirement, it’s easy to focus on financial planning, travel dreams, and leisure activities. However, one critical aspect that often gets overlooked is healthcare. A well-thought-out healthcare strategy can help to ensure you thrive in [...]
In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve's recent announcement to maintain interest rates at their current levels has left many investors on edge. While the Fed has signaled a cautious [...]
As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between 1965 and 1980. And I can say with certainty that this generation is facing some unique challenges [...]
Given the constantly fluctuating economic climate, developing strategic planning methods to ensure a comfortable retirement has become more critical than ever. One such strategy to complement this is tax planning. Effective tax planning before and during retirement [...]
Retirement is a stage in life that many look forward to. However, it comes with its own set of financial challenges, among them being the handling of taxes. Contrary to popular belief, tax responsibilities do not necessarily [...]
When planning for retirement, it's essential to consider the potential medical expenses that come with aging. Here are some key questions we get a lot when we talk with clients about medical expenses in retirement. Question 1: [...]
First of all, if you’ve made it to your retirement, congratulations! But we do have some other news: you’re not done working yet! Now that you’ve entered your golden years, you’re going to have to build up [...]
