Estate Planning 101
Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient [...]
Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient [...]
When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce [...]
Social Security recipients will see a 5.9% increase in 2022 - the largest increase since 1982! This means that the average recipient will see a $92 a month raise starting next year.[1] While this is good news, [...]
The only certainty in life is that there will be uncertainties. However, that doesn’t mean you can’t create a plan to address them. Retirement shouldn’t be a time of anxiety or worry; it should be a time [...]
We’ve seen the stock market rise to record highs recently, but how long can this last? 54% of American investors see the stock market heading for a crash, according to a recent Allianz survey.[1] There are a [...]
One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $300,000 to cover their healthcare costs, according to a recent study.[1] Although good health is priceless, [...]
Do you ever feel like you live in a completely different world than you did 20 years ago? It’s worth thinking about how different it will be in another 20 years. Beyond cultural and personal changes, we [...]
You’ve probably heard about or experienced the effects of inflation - everyday items can cost more, and the monthly inflation numbers make the news. While the increased costs we see on a regular basis can have an [...]
The Social Security trust fund is now expected to be depleted by 2034, according to a recent report from the Social Security and Medicare trustees.[1] That’s one year earlier than they reported last year, and the pandemic [...]
Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement if you’re [...]