Reflecting on Financial Milestones Achieved in 2023

Your financial milestones achieved this year, both big and small, will shape your money moves in the coming year.

As we approach the end of another year, it’s the perfect time to reflect on the financial journey you’ve embarked on in 2023. It’s likely that the past year brought its fair share of challenges and opportunities, both financially and otherwise. We invite you to take a moment to reflect meaningfully on the financial milestones […]

Setting the Stage for a Prosperous 2024: Year-End Financial Tips

Year-end financial tips are designed to help you close out the year on a high note and prepare for success ahead.

As the year draws to a close, you may already be looking ahead, but don’t close out this chapter just yet. In order to set the stage for a prosperous 2024, you may need to check these year-end financial tips off your list first. So, as you think about getting proactive with your finances for […]

New Years Resolutions: Making Financial Wellness a Priority

Financial wellness should be one of your top priorities for the new year and these tips can help you get started.

As we usher in a new year, you’re likely thinking about your goals across all aspects of your life. After all, it’s the season when many people are making resolutions related to health, career goals, family, and more. It’s also the perfect time to set resolutions that prioritize your financial wellness – and your financial […]

Show Your Future Self Some Love: A Guide to Long-Term Care

Use our guide to long-term care to plan for health services that more than 70% of retirees need at some point in retirement.

February is the month when we’re all bombarded with advertisements about how to show love to our significant others or to our families, but we’d like to suggest something a bit different. This Valentine’s Day is an excellent time to extend a little love to your future self. Specifically, we encourage you to think about […]

Mid-Year Adjustments to Ensure End-of-Year Success

A mid-year financial check-in will help you identify areas for improvement before reaching the year’s end.

If you’re like most people, you set goals for yourself in the New Year, and one more of them may have been financial in nature. If you feel like your resolutions have fallen by the wayside, you’re not alone. Luckily, the mid-year point offers a perfect time to assess your financial journey so far and […]

Understanding the ABCs (and D) of Medicare

Understanding Medicare is essential for planning a retirement that meets your financial and health needs.

Medicare is a critical component of the American healthcare system, providing essential coverage for millions of seniors and individuals with certain disabilities. Yet, understanding Medicare and all its ins and outs can be a complex task. With its various parts and enrollment periods, navigating this healthcare program requires careful consideration and planning. In this article, […]

March Madness: Navigating the World of Medicare Supplements

Understanding Medigap policies will help you make the best retiree healthcare choices for your unique needs.

As the calendar flips to March, you might hear the term “March Madness” and think of the college basketball tournament. Of course, if this is the month when you’re trying to decipher your Medicare options, March Madness may take on a different meaning! We know that learning all there is to know about Medicare, including […]

Tax Deductions Every Retiree Should Know About

Taking advantage of retiree tax deductions is a savvy way to protect your nest egg and enjoy greater retirement security.

When you’ve spent a lifetime saving for your golden years, retirement can feel like a finish line of sorts. You might be tempted to stop concerning yourself so much with your finances and choose to simply enjoy your hard-earned savings instead. Of course, this would be a mistake! Careful financial management is a cornerstone to […]

How to Optimize Your Tax Return in Your Golden Years

Use this retiree tax guidance to make smart financial decisions and build a proactive tax strategy to protect more of your nest egg.

Back in the 1950s, the term “golden years” came into common usage thanks to an advertising campaign about retirement planning. Today, many people also use the term to refer to the wealth of wisdom and life experience we accrue by the time we reach this stage of life. If you’ve already retired or you will […]

Dusting Off Old Investments: What to Keep and What to Toss

A springtime investment portfolio review can help you identify areas to strengthen your portfolio for the next quarter and beyond.

Spring has sprung, and the season of renewal is a good time to reevaluate the aspects of your finances that need annual attention. Today, we’re talking about your investment portfolio. If you haven’t reviewed and reallocated your portfolio recently, your allocation may be out of balance with your goals. So, it’s time to look at […]

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