12 Days of Christmas Checklist
Let’s keep the holiday spirit alive with an upbeat article with the help of the popular song “The Twelve Days of Christmas.” The checklist will include some simple–and some surprising–tasks.
Rightsizing for Retirement
From time to time, you’ll hear about the benefits of downsizing in retirement. But what are the pros and cons of downsizing, and what factors should you consider before making a decision?
How to Assess Your Medicare Coverage
Medicare open enrollment starts on October 15. This article will offer some ideas and suggestions for how to determine if you should consider changes to your coverage.
Key Findings from the EBRI Annual Retirement Survey
For more than 30 years, the Employee Benefit Research Institute has published an annual retirement survey. This article will look at the key finding, including how retirees are coping with inflation.
Tax-Ready Retirement
Much attention is paid to taxes, especially during retirement. But how much, or how little, should tax management influence your investment decisions after you’ve retired?
August Is Make-a-Will Month
One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.
Retirement Plans for Your Business
In 2022, Congress made it a bit easier for small businesses to sponsor retirement plans for their employees. However, how do business owners decide what’s best for their businesses?
Should We Consider an Individual Living Trust or a Family Trust?
A living trust is an estate strategy that allows you to control your assets while you’re alive and distribute them after your death. A family trust has some slight differences. What’s best for your family?
A Split-Annuity Strategy
One of the most challenging aspects of personal finance is turning a retirement investing program into a retirement income program.
Extended Care: No Decision Is a Decision
There’s an old saying that “No decision is a decision.” By creating a strategy for extended care, you’ve made the decision to be prepared in the event of an unexpected turn.
