Post-COVID Decluttering
If your nest isn’t as full as it once was, or you find you’ve accumulated a few too many things during COVID, consider decluttering. Having less clutter in your living space and better organization can help make [...]
The Most Important Ages for Your Retirement Accounts
If you have a 401(k), IRA, or other retirement accounts, it’s important to keep a few things top of mind: Know how much you're contributing, how your investments are performing, and how much you're paying in fees. [...]
Words of Wisdom from George Washington on Retirement
Aim to retire to something, not just from something. Retirement is the beginning of a new stage of life that can be active and fulfilling if we do it right. We can learn a lot about how [...]
Retirement Has Changed – Have Your Plans?
People are retiring differently today than in the past – just think, will you retire exactly like your parents did? Probably not. Retirement is no longer about the end of a career; it's about the beginning of [...]
Practical Tips for Starting Your Retirement Off on the Right Foot
Retirement planning can be stressful because there are a lot of things to keep track of. One of the steps that often gets overlooked is announcing to your employer that you are going to retire. This may [...]
Be Part of the 4% When it Comes to Social Security
According to a recent study, only 4% of retirees claim Social Security benefits at the optimal time, losing out on an average of $111,000 per household.[1] There are many things to consider when choosing how to claim [...]
3 Important Lessons from The Beverly Hillbillies
Although you may not have ever struck oil, you’ve already won the retirement lottery by working hard to save and benefiting from market growth and home appreciation. Now the question is how you'll make your small fortune [...]
Where Could Interest and Tax Rates Be Headed?
Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green Book” outlining some potential tax-increasing measures. There [...]
Why the Future isn’t Always What You Expect
You might have a lot to look forward to in the future. Maybe your children will graduate from college, maybe you'll become a grandparent, and of course, you’ll retire! We’ll also probably see some significant technological advancements [...]
4 Major Retirement Challenges to Overcome
Today’s retirees may be the richest the world has ever seen with Baby Boomers holding more than half of U.S. household wealth as of the end of 2020.[1] While you may be looking forward to traveling, working [...]