Passing an Inheritance to Your Children: 8 Important Considerations

Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel very meaningful to be able to provide a financial legacy for your loved ones, but it’s important to be practical, too, and to go about your estate planning in the right way. This single decision can impact all of your financial decisions, such as how much you put into savings, the types of retirement accounts you utilize, and your strategy for taking distributions. Make […]

Plan Ahead to Meet Rising Retirement Healthcare Costs

Protect Your Financial Future by Taking Action Today With healthcare costs on the rise, American retirees must prepare to afford significant health and medical expenses in retirement. While strategizing ways to cover retirement healthcare costs isn’t new, many retirees today are finding themselves without access to the employer- or union-sponsored retiree health benefits that previous generations depended on. This means that Americans who are currently planning for retirement need to be sure they are adequately prepared for the impact that healthcare costs may have on their long-term financial security. Use the tips below to empower yourself to meet future […]

10 Steps to a Happy and Healthy Retirement

After Decades of Hard Work, You Deserve a Fulfilling Retirement Most of us spend our working years with one overarching goal in mind: retirement. You plan and save and invest, all so that when the day comes, you can finally enjoy the golden years you’ve dreamed of. Of course, many retirees find themselves struggling to transition away from the busy working world and to design a new day-to-day lifestyle that feels meaningful. Use the tips below as a guide as you work to clarify and create the happy and healthy retirement you deserve.

Five Types of Insurance to Consider for Financial Contentment

Identify the Protections You May Need for Your Assets and Your Loved Ones’ Futures Life has a funny way of throwing us curveballs, doesn’t it? While we don’t know what the future might bring, investing in insurance can provide a sense of financial contentment, no matter what may happen. Of course, there are many options available, and you’ll need to do your research to identify the right insurance types to protect your assets and your loved ones. Read on to learn more about five of the most common insurance policies and what they could mean for you.