financial planning

How to Create a Retirement Lifestyle Plan That You and Your Spouse Will Love

  News
  Fianncial Life Planning, financial planning, Retirement Lifestyle Plan, Retirement Lifestyle Planning, Retirement Planning, Retirement Planning for Couples
Transitioning into retirement can be difficult for many couples, especially if they haven’t prepped and planned. More than 80% of couples disagree on at least one significant aspect of retirement planning. That’s why couples must create a well-thought-out retirement lifestyle plan together. Let’s look at creating a retirement lifestyle plan you and your spouse will…
Read More

How To Protect Yourself Against Scammers In Retirement

  News
  financial planning, Medicare, Retirement Fraud, Retirement Planning, Retirement Scam,
Scammers steal more than $3 billion from retirees each year. The median retirement savings for all workers is $97,000, according to Annuity. That’s a big cash incentive for scammers to target.   Use our guide below to prevent yourself from being added to these scammer statistics. Current Scams Targeted Towards Retirees Scammers love to use fear…
Read More

3 Smart Ways Retirees Can Avoid the Gift Tax

  News
  financial planning, gift tax, retirement
‘Tis the season for giving!  Being generous with your wealth is an impactful way to support what matters most. But you don’t want your generosity to spur a considerable tax bill. Gift giving can be unexpectedly complex, with several essential rules you’ll want to know before buying that next “big” present.  Let’s break down what…
Read More

How Do You Find Your Risk Tolerance? And Why It Matters Throughout Your Life

  News
  financial life planning, financial planning, investing, retirement, risk capacity, risk tolerance
When you hear the word “risk,” are you filled with excitement or overcome with dread? Do your shoulders tense up? Or are you see a spark of opportunity?  Your risk profile is critical for building a long-term investment strategy that helps you reach your goals, even with unsteady market activity. In this article, we provide…
Read More
Setting New Goals as a Retiree

Setting New Goals as a Retiree

  News
  financial planning, goals, retirement
Entering retirement can be a daunting time. If you’re like the majority of Americans, you’ve spent your entire life up until this point working toward a set of goals that revolved around your career. You’ve worked for promotions, bonuses, and pay increases. You’ve scheduled your family time around your work calendar, and your days have…
Read More

Archives