Retirement Planning

In this podcast episode, we provide a checklist to help prepare for your final career year.  This is partially a financial conversation, but what we've come to

You may have heard in the news that the Secure Act 2.0 was passed right before New Year’s. As always, we try to be proactive and notify you of any changes that

Change can be hard, especially when transitioning into retirement and figuring out new routines in life. You may be surprised to realize it's hard to change

The Social Security Administration announced this week that benefits will get an 8.7% increase. On average, this will be at least a $140 "raise" per month for

Age 65 is when people become eligible for Medicare, but oftentimes it becomes a confusing process trying to figure out which plan to choose. Clients often come

Most people aren't comfortable talking to others about money. But, Social Security is a universal financial topic that most feel okay with discussing with

The sandwich generation is defined as people who are still working, most likely in their 30's or 40's, that are responsible for bringing up their own children

A Health Savings Account (HSA) is an investment vehicle that allows you to contribute tax-deferred income (similar to when you contribute to a pre-tax 401(k))

The key to any successful financial plan is making sure you use reasonable assumptions. An age gap between spouses can have an impact on irrevocable decisions

Do you regularly give to charity? Are you age 72 or older? If you answered yes to both, then you may want to consider a Qualified Charitable Distribution (QCD)