Social Security’s Role In Retirement
Only 33% of today’s pre-retirees expect that social security will be a major source of retirement income – nearly 67% of retirees say Social Security is their major source of income.
Charitable Giving Strategies
Everyone aspires to leave the world a better place, sometimes that means planning a more defined approach to their charitable giving strategy.
Medicare Open Enrollment
If you’re on Medicare, put an X on your calendar for October 15th, and mark another X for December 7th. This is the open enrollment period for existing Medicare enrollees who want to make changes to their coverage, and those changes go into effect beginning on January 1st, 2024.
Personal Finance Numbers To Know
With personal finance, understanding the numbers can be critical for your long-term financial health. In this article, you’ll learn about net worth, credit scores. credit card debt, mortgage balances, interest rates, and social security benefits.
DO I NEED A BUDGET?
“If you don’t know where you want to go, then it doesn’t matter which path you take,” said the Cheshire Cat in Lewis Carroll’s classic novel, Alice in Wonderland.
