Medicare: It’s Not That Complicated
Choosing a Medicare Plan that Matches Your Lifestyle and Needs Understanding Medicare and choosing the right plan can be challenging…
09.24.24 Estate PlanningRetirement Planning Worksheet
As working adults, many of us look forward to the freedom that retirement will bring. This freedom will give us…
09.24.24 Estate PlanningUnderstanding Qualified Charitable Distributions (QCDs)
What are QCDs? If you have investments in pretax retirement accounts (i.e., IRAs, 401(k)s, etc.), the IRS requires you to…
09.18.24 Estate PlanningSECURE 2.0 Act Summary
In 2022, the SECURE 2.0 Act was passed into law. This legislation provides certain changes that may help many retirees…
09.10.24 Estate PlanningUnderstanding Required Minimum Distributions (RMDs) and How to Plan for Them
An overview of RMDs and examples of strategies.
08.29.24 Estate PlanningRetiring Early? Here’s What To Consider
Planning options and a helpful checklist for people considering early retirement.
08.19.24 Estate PlanningGuide to Workplace Retirement Plans
A guide to maximizing your retirement savings.
07.29.24 Estate Planning2024 Retirement Plan Limits And Contributions
The Internal Revenue Service has released the 2024 cost-of-living adjustments (COLA) applicable to pension plan contribution limits. In addition to…
07.23.24 Estate PlanningLiving Longer Means Rethinking Retirement and Careers
It’s important to structure your home, career, social interests, and portfolio to ensure financial stability and comfort throughout all life stages, whether you’re retired or still working.
07.16.24 Estate PlanningCritical Estate Documents
Financial Documents Health Care Documents NOTE: Power of attorney laws can vary from state to state. An estate strategy that…
05.28.24 Estate Planning8 Myths About Retirement
Don’t let these 8 myths keep you from preparing for retirement.
05.20.24 Estate PlanningImportant Birthdays Over 50
Crucial birthdays for understanding implications on retirement income.
04.01.24