Retirement Planning

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)

Have you ever thought about retiring at the same time as your spouse? Part of our job is figuring out if retiring at the same time is financially possible, but

A new year means some increased amounts for saving into retirement accounts! In this article, we provide a quick rundown of some updates for retirement savings

Recently, Edward Jones put out the 4 Pillars of Retirement study, which was comprised of health, purpose, family and finance. Recently, Edward Jones put out the

Have you been considering a big purchase but you’re concerned you can’t afford it since you’re retired? Is making a large purchase in retirement a smart idea

Last year at the onset of the pandemic, Congress passed the CARES Act, which in part suspended the requirement to take distributions in 2020. RMDs are back in

A lot of uncertainties are still unfolding in 2021 but one that is certain for 2022 are Social Security benefits and the cost-of-living adjustment (COLA) for