News and Resources

Coping With Loss of Purpose in Retirement

  News
When we speak with people nearing retirement, our team has found that one of the most common fears is that people are afraid of losing their purpose.  For many, their career and work have given their life purpose and structure. Once they’re retired, they may not know how to fill their newfound free time meaningfully…
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Your Medicare Open Enrollment Checklist

  News
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Medicare is one of the best ways for people to receive healthcare coverage in retirement.  Medicare is typically divided into several different parts, including:  Part A and B, known as Original Medicare Part D, which helps cover prescription drugs Part C, also known as Medicare Advantage, which is a private insurance option that offers Medicare…
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What is Total Return Investing?

For retirees who depend on their investments for income, this question is becoming increasingly important: What’s the best strategy for getting the most out of my investments? One strategy to consider is total return investing.  Total return investing is a holistic investment approach that takes into account both yield and asset appreciation. With total return…
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