How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong longevity literacy.1
That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy.
Let’s explore how...
Considering donating to a cause? There's a few things you should check first.
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
If you haven't started planning for retirement yet, it's not too late.
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2
And whether or not you’ve seen these cons in action, they...
There's more to preparing for retirement than just saving. Here's what to consider.
How much do you need to retire wealthy?
Believe it or not, there’s no set number for anyone.
Lifestyle and the quality of your retirement plan are certainly two big factors.
But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive.
So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.
It can be the perfect time to refresh financial tasks and dust off your long-term goals.
As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
What’s your ideal retirement?
Traveling? Practicing your favorite hobbies? Caring for loved ones?
Whatever you envision, creating a plan of action can feel exhausting.
There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
