Retirement Planning

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)

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