Preparing for Retirement

Planning for your future – retirement savings and strategies

Estate Planning

Will My Money Last?

Confronting the fear of outliving your savings

01.23.26
Resources

2026 Retirement Plan Limits and Contributions

The Internal Revenue Service has released the 2026 cost-of-living adjustments (COLA) applicable to pension plan contribution limits. In addition to…

01.05.26
Taxes

2025 Year-End Tax Planning Opportunities

The 2025 tax year brings significant changes following the passage of the One Big Beautiful Bill Act (OBBBA) in July, a law…

12.02.25
Estate Planning

How to Choose a Nursing Home or Assisted Living Facility for a Loved One

At some point in many elderly individuals’ lives, they require additional assistance, whether because they are sick, injured, or mentally…

11.26.25
Estate Planning

Retirement Traps to Avoid

No matter where you’re starting from, your path to retirement may include unexpected twists, turns, and slides. Preparing for what…

08.18.25
Estate Planning

Catch-Up Contributions

A recent survey found that 21% of workers are very confident about having enough money to live comfortably through their…

08.04.25
Estate Planning

Preparing for Retirement While in a Volatile Market

From the moment you begin your first job after college, you’re laying the foundation for your financial future, especially retirement….

07.28.25
Estate Planning

SECURE Act 2.0 Summary

In 2022, the SECURE 2.0 Act was passed into law. This legislation provides certain changes that may help many retirees…

07.28.25
Estate Planning

Understanding Extended Care

Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are…

05.05.25
Business Owners

Finding Fulfillment as a Retired Business Owner

Building a successful business can be one of the most rewarding experiences of anyone’s life. The opportunity to sell it…

04.15.25
Estate Planning

Social Security Q&As for Divorcées

Divorce is often a challenging time mentally, socially, and especially financially. Many recently divorced people find themselves starting over, trying…

04.07.25
Estate Planning

Social Security: Maximizing Benefits

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that…

03.26.25