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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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Spring Clean Your Finances Thumbnail

Spring Clean Your Finances

The traditional ritual of spring cleaning can take on a new meaning this year. Just as your home doesn't declutter itself, your finances don't either. Your financial house doesn't have to be spotless, but planning and assistance go a long way in getting things in order. Here are six tips to discuss with your family and financial advisor as you break out your financial dustpan and start to get things cleaned up.

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American Rescue Plan Act of 2021: What You Need To Know  Thumbnail

American Rescue Plan Act of 2021: What You Need To Know

The $1.9 trillion American Rescue Plan Act of 2021 was recently signed by President Biden. Federal aid for the health and economic crisis now tops a record $6 trillion in the form of fiscal and monetary support and represents about 26 percent of gross domestic product (GDP). This is a brief summary of the new legislation and how a global pandemic, shutdowns, new policies, and the reactions to all are good reminders that financial planning is a work in progress.

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Reduce the Surprise on Tax Day Thumbnail

Reduce the Surprise on Tax Day

Are you the type of person who likes to be surprised? Some surprises in life can be exciting; however, you may prefer to not be surprised by Tax Day or your retirement finances. For those of you that like to plan ahead, I'd like to share some tips for filing your taxes and smart uses for your refund.

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The GameStop Wild Ride Thumbnail

The GameStop Wild Ride

The GameStop stock surge has taken Wall Street by storm. What Wall Street once derided as ‘dumb money’ (individual investors, or ‘Main Street’) might not be so dumb as ‘smart money’ was taken to the woodshed. Learn more about what’s going on with the retail investors’ revolt and investor mistakes to avoid. Secure your future wisely and seek sage advice.

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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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Top 10 Financial Resolutions for 2021 Thumbnail

Top 10 Financial Resolutions for 2021

In the words of President Eisenhower, “Plans are useless, but planning is essential.” The value of a financial plan isn’t the accuracy of the forecasts, but rather, the conversations and pondering the what-abouts and what-ifs. Things can get better if you plan ahead or are extremely lucky, and I’d rather put my money on the former. Here is a Letterman-inspired Top 10 List from a financial advisor to start your plan for 2021.

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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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