Financial Planning

Don’t Forget About Healthcare In Your Retirement Plan

According to a recent analysis by Fidelity Investments, a couple retiring at age 65 this year could end up paying $280,000 on medical care in retirement. While this estimate is over a roughly two decade period, it does not include prices for dental care, long-term care, and over-the-counter drugs. And, as Americans are living longer, [...]

By |2018-05-07T19:46:19-04:00May 7th, 2018|Financial Planning, Healthcare|

Don’t Forget Your Retirement Planning Basics

In the olden days, retirement planning used to be much easier. You worked hard and for long enough to be eligible for a pension, saved a little along the way, and were well taken care of by the government. Nowadays, retirements last longer than ever and many Americans are struggling to save enough in order [...]

By |2018-04-30T16:29:55-04:00April 30th, 2018|Financial Planning, Retirement|

What Role Does Social Security Play in Your Retirement Strategy?

More than likely, Social Security will represent a portion of your monthly retirement income. But, how big of a role will it play in your overall retirement strategy? According to a recent survey performed by The NHP Foundation, 62% of retirees who’ve created a budget stated that Social Security income will contribute to at least [...]

By |2018-04-16T16:16:35-04:00April 16th, 2018|Financial Planning, Retirement Planning, Social Security|

Are You Prepared for Uncle Sam to Collect?

Due to the regular, individual income tax return filing deadline (April 15th) being on a Sunday, and the Washington D.C. Emancipation Day Holiday being observed on April 16th, the 2018 Tax Day has moved to Tuesday, April 17th. This is also the deadline to file for an extension on your taxes. With the tax filing [...]

By |2018-04-09T19:16:46-04:00April 9th, 2018|Financial Planning, Tax Strategies|
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