4 min read
Saving for retirement can feel like an uphill battle, even for couples. Planning for retirement solo can feel both liberating and daunting. You get to call the shots, but you also have to cover all the expenses — including the unexpected ones....
Read More
3 min read
Unexpected illness, an emergency home repair, or job loss can create financial turmoil. In the midst of a crisis, withdrawing money from your 401(k)...
4 min read
In December 2024, Congress passed the “Social Security Fairness Act” which allows some retirees who receive a public pension to collect higher Social...
3 min read
It may look like a typo, but dollar-cost ravaging is a real thing — and a serious problem for some retirees. As you may have guessed, the name is a...
5 min read
Choosing when to file for Social Security benefits is one of the biggest decisions you’ll make leading up to retirement. The timing can significantly...
4 min read
If you have a taxable investment account, tax loss harvesting could help you reduce your tax burden. Before the year is out, take a look at your...
3 min read
When I was a kid, it annoyed me when relatives I only saw during the holidays would exclaim, “Look at how much you’ve grown!” Now that I’m an adult,...
4 min read
With the year coming to a close, now is a good time to do an annual review of your financial health. Here are 10 financial planning items to review...
4 min read
To ensure your assets are distributed in accordance with your wishes, detailed financial planning is essential. Without a legal will, up-to-date...
5 min read
If you have a parent age 65 or older and at least one dependent child, you’re a member of the sandwich generation. According to Pew Research, about...
