Chances are you haven’t factored long-term medical care into your financial plan. Two out of every three baby boomers don’t have any plan in place for needing long-term care.[1] Long-term care is medical care that goes beyond just normal doctor’s visits. It is medical care where someone helps you with the functions of everyday living, [...]
The holidays are a time when everyone is surrounded by family members and having a great time, but it may also remind you that your life is intertwined with that of your family’s, including when it comes to finances. If you are unsure about how your financial goals connect to your family’s, now might be [...]
The holiday season is a time of joy, celebration, and giving. However, amidst the excitement, it's essential to make sound financial decisions to prevent regret in the New Year. Here are some common financial mistakes that people often make during the holiday season and why you should avoid them. Excessive Spending The season is characterized [...]
One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. Here are some valuable insights from our professionals for those on the verge of retirement: Stick to a Well-Constructed Plan Having a well-defined blueprint for your retirement plan, which considers your budget and expected [...]
Financial planning is a crucial aspect of leading a balanced and comfortable life. It can also help you reach your retirement savings goals and get a better idea of what your retirement expenses might look like. Financial planning involves setting financial goals, budgeting, and making informed decisions about investments to meet those goals. When you've [...]
Do you feel like you have enough saved for retirement? Do you have anything saved for retirement? If your answer to either of these questions is no, then our advisors may have some strategies to help you turn your retirement income strategy around. Here are some things that our advisors recommend when it comes to [...]
Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good financial advisor will know the crucial aspects of your financial situation–all to help you improve your financial health and retirement longevity. That’s why it’s important to know what to [...]
While some people idealize retirement as a time of leisure, many people often view retirement as a time of financial constraint and worry. For these reasons, you might think that your money and savings will dictate your happiness. But what if we changed the narrative? What if retirement was a time when your money worked [...]
There’s been a lot of news about inflation lately. As of July, the inflation rate was around 3.2%.[1] This means that the cost of goods and services, including but not limited to items such as groceries, housing, and gas, has gone up by 3.2% since this time last year.[2] You might think 3.2% is a [...]
The unfortunate reality is that many Americans are now headed into retirement with some amount of debt.[1] In 2016, almost 61% of Americans were moving into the retirement stage of their life with unpaid debt.[1] And while you may think that your expenses will decrease once you retire, that isn’t always the case.[1] Sometimes, your [...]
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