Will My Money Last?
Confronting the fear of outliving your savings
01.23.26 Resources2026 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 Taxes2025 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 PlanningHow 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 PlanningRetirement 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 PlanningCatch-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 PlanningPreparing 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 PlanningSECURE 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 PlanningUnderstanding 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 OwnersFinding 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 PlanningSocial 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 PlanningSocial 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