Monthly Archives: May 2019

Check Your Blind Spots When Planning for Retirement

It’s not enough to save for retirement, you have to plan for it. And planning for retirement is more than deciding where to go on a trip or when to start collecting Social Security – it’s anticipating your healthcare needs as you age, including your long-term care needs. These are often distinct from medical costs, [...]

By |2019-05-24T15:28:34-04:00May 24th, 2019|Retirement Planning|

How the Rules of Homeownership Have Changed

Are you thinking about downsizing in retirement? Maybe you plan to make your vacation home your primary residence once there’s no office to commute to everyday. Or, maybe you’re considering buying a property to rent out to generate income in retirement. Either way, if you’re thinking about buying a house you should probably take some [...]

By |2019-05-10T18:53:33-04:00May 10th, 2019|Financial Planning, Lifestyle, Retirement Planning|

A Change to Social Security

Social Security may be in jeopardy: The latest projection from the trustees of Social Security and Medicare shows that the program won’t be able to pay out full benefits by 2035 if Congress makes no changes. The program is already running low on funds, and there have been budget cuts over the past few years. [...]

By |2019-05-03T15:02:51-04:00May 3rd, 2019|Social Security|
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