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3 Pieces of Financial Advice Many Hate to Hear Thumbnail

3 Pieces of Financial Advice Many Hate to Hear

By now, it is likely you have seen an abundance of “Key personal finance must-do’s” all centered around New Year's resolutions. However, I believe it’s prudent to start with why. After all, the “whys” are the reasons I stay motivated to keep my financial house in order. When the “whys” become big and important enough, then the “must-dos” and the planning becomes easy. Consider what your motivations might be and don’t be afraid to ask yourself what your whys might be.

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Cheers to Another Year: Consider These Financial Resets for the New Year Thumbnail

Cheers to Another Year: Consider These Financial Resets for the New Year

The past two years have been difficult to navigate. Whether managing through the pandemic with financial successes or maybe hitting a few snags, I encourage you to use the New Year to refresh or hit reset and get back on track with your retirement planning. Consider the following obstacles and opportunities in your planning to help you secure your future wisely.

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Factoring Social Security Into Retirement Planning

Are you factoring Social Security in your retirement planning? For many, it is important to know that projections indicate Social Security Trust Funds will be depleted by 2034. As uncertain as it may be, Social Security is one of many factors to consider in your retirement planning. Read more to learn about its importance in retirement planning, some possible fixes or further challenges to Social Security proposed by lawmakers, and planning actions individuals can take.

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Retirement: Preparing for the Challenges (and They’re Not Only Financial) Thumbnail

Retirement: Preparing for the Challenges (and They’re Not Only Financial)

I used to think that 10,000 Baby Boomers turning 65 years old every day until 2030 was astounding. However, that rate is only going to increase with subsequent generations and policymakers will need to address issues unique to the aging of America. But we've for to individually do our share to prepare for retirement, live life on our own terms and not be a burden to others as we age. Here are three potential challenges that you and your loved ones could face.

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Should Spouses Retire at the Same Time? Thumbnail

Should Spouses Retire at the Same Time?

Many couples dream of retiring together to realize long-held plans. They imagine themselves traveling to their bucket list destinations. However, there are some general relationship challenges introduced to simultaneous retirement. Here are four reasons for one of you to continue to work after the other has retired.

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A Fresh Start in 2021

Many say good riddance to 2020, a year marred by a health crisis-turned economic crisis. Get a head start on 2021 with these planning considerations you can (and should) review with your family and trusted advisors. We hope your personal and financial health remain top priorities as you set your goals for 2021.

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