Medicare Open Enrollment is more than a routine check-up. It’s your chance to make sure your coverage fits your life today. In this episode, Adam and Ben
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Social Security election options can be confusing and when to elect is one of the biggest retirement questions out there. The answer isn’t always what the math
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In our experience, many people, even with millions of dollars saved, still don’t feel secure. Why is that? It often comes down to one simple but powerful truth
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Remember the hit game show “Who Wants to Be a Millionaire?”—in 1998, that prize was worth only ~$500k in today’s dollars and in the early 1900s, the phrase to
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Here’s a hard fact to digest: You can average 6%-7% returns and still run out of money — because the order of those returns matters and because the timing of
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Retirement isn’t a single event. It’s a long, evolving phase with multiple transitions. After the honeymoon ends but before the later-life simplicity sets in
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How much do you need to have stashed away to live a comfortable life? And how will you know it’s truly, enough? Listen in as Adam and Ben talk about how “enough
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As planners, we are tasked with answering big long-term questions like, “will I have enough money to live the life I want to live without running out?” But
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We’ve recently heard from clients that saving and having a “set it and forget it” investment strategy was the easy part of planning for retirement. As soon as
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Moving funds from a 529 plan to a Roth IRA for the beneficiary is now possible thanks to a provision in the SECURE Act 2.0, which took effect in 2024. This
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So you received a bump in pay at work, a promotion, or some lump sum bonus. Maybe now you’re asking, “how do I handle this newfound money/income?” Listen in as
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A new year means some increased amounts for saving into retirement and healthcare accounts! Here’s a quick rundown of some updates for retirement savings.
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