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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 Thumbnail

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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