retirement

The Psychology of Retirement

The Psychology of Retirement

  News
  retirement
Last updated January 2023. When we talk about retirement, we often talk about it in terms of saving. That’s not a bad thing, especially considering that most of our working lives we dedicate a significant amount of money to saving for retirement.  But one of the most overlooked factors of retirement is the psychology of…
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3 Smart Ways Retirees Can Avoid the Gift Tax

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

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…
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Retired couple holding hands

How Do Survivor Social Security Benefits Work?

  Resources
  retirement,
Social Security is a robust system that provides aid to disabled workers, minor children, and surviving spouses/dependents. In fact, according to AARP, nearly 5.9 million people were collecting survivor benefits in 2020. Survivor benefits play an important role in the social security system, making it imperative that you know what it is, how it works,…
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QCD Blog

Why QCDs Are The Best Donation Strategy In Retirement

  News
  giving, retirement
Charitable giving is an important component of many people’s lives. The 2018 Tax Cuts and Jobs Act changed the way many people approach their giving strategy. With the standard deduction doubling to $12,000 for single filers and $24,000 for married filers, many families were unable to itemize their deductions, leaving avid donors looking for a…
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What is Diversification and Why It Matters

  News
  investing, retirement
Investing is a key component to your retirement plan. Many people are confused and overwhelmed by the investing: how it works and the ways to do it effectively. One of the most important pieces of investing is diversification. Now, you may have heard that term thrown around in financial articles, in meetings, and in the…
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Education in Retirement

How To Continue Your Education In Retirement

  News
  education, retirement
According to the National Center for Education Statistics, in 2018, 7.6 million students attending colleges and universities were over the age of 25. This number goes to show the prevalence of non-traditional college paths. With so many people attending college later in life, why shouldn’t you take up a course or two in retirement? Continuing…
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