Retirement 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…
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What Does It Mean to “Pre-Fund” Long-Term Care Costs?

  News
  financial life planning, HSA, Life insurance, Long-term care, long-term care insurance, Medicaid, Medicare, Pre-fund Long-term care, Retirement Planning
Unexpected long-term care needs can be financially, physically, and emotionally draining.  70% of people aged 65 and older will need some type of long-term care during their lifetime. Are you prepared?  Don’t let yourself or your loved ones be placed at risk by abrupt health needs. Planning for these care costs in advance can save…
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How To Protect Yourself Against Scammers In Retirement

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  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…
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How Retirees Can Use I Bonds To Protect Against Inflation

  News
  I bond, Inflation, Retirement income planning, Retirement Planning
You can’t turn on the news or go online without seeing the word “Inflation” plastered across headlines. Due to several external factors like the war in Ukraine, ongoing complications with COVID-19, supply chain issues, and more, the inflation rate is reaching historic 40-year highs. As inflation continues creeping up, the purchasing power of your hard-earned…
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To Work or Not To Work in Retirement, That Is The Question

  News
  Retirement Planning
A job is about more than an income.  It offers a sense of stability, provides a consistent routine, and helps you develop a personal network. If you’re worried about losing all that in retirement, it’s entirely possible to continue working beyond what you originally planned. In fact, many retirees enjoy staying busy and earning extra…
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3 Easy Ways Retirees Can Simplify Their Financial Lives

  News
  Retirement Planning
Preparing for retirement feels complex at times, but your financial life in retirement shouldn’t be. The simpler and more streamlined you can make things, the less you have to worry about regularly. But how, exactly, can you tidy things up? Below we have three easy ways to streamline your financial life and reduce stress in…
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