Jan 23, 2019 | Financial Planning, Medicare/Long-term Care, Retirement, Taxes & Financial Planning
Social Security is an extremely valuable retirement resource for women. It’s valuable for men too, of course, but as a demographic, women derive more benefit from this government-sponsored retirement program. To gain these benefits, however, women need to understand...
Nov 5, 2018 | Financial Planning, Health Insurance, Medicare/Long-term Care
If you retire before age 65, you must be prepared to address two insurance issues. One, finding health coverage in the period before you can sign up for Medicare. Two, finding a way to pay for that coverage. You know it will probably be expensive, but do you realize...
Oct 22, 2018 | Financial Planning, Investing, Retirement
When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place. All true. If you want to...
Oct 3, 2018 | Financial Planning, Investing, Retirement
Time for a little thought experiment: Take a moment and think of the savings you will need in retirement. Got it? Good. Now here is the hard truth: That number is likely low. That is not a personal judgment of your standard of living, your income, your savings or your...
Apr 10, 2018 | Financial Planning, Retirement
Do you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves. If you have little saved for retirement at age 50 (or thereabouts), there is still much you can do to generate a fund for your future and to sustain...
Mar 22, 2018 | Financial Planning
Your approach to building wealth should be built around your goals & values. Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read about it – but what does that phrase really mean? Just what does...
