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New Year - Time to Review Your Beneficiaries and Make any Needed Changes
Monday, January 10, 2022
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What You Need to Know About Estate Planning Right Now
Wednesday, November 24, 2021Over the past year and half, we’ve all thought about contagious diseases and healthcare much more than we normally would. Living through a state of emergency can prompt us to rethink many of our plans, including our estate plans....
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Have You Considered the Cost of Healthcare in Retirement?
Tuesday, November 16, 2021
Have you set a target retirement date yet? Or, are you still evaluating your options? Either way, it is likely that you will continue to reevaluate your budget even after you retire! That’s because the costs of various goods and...
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Pandemic Fallout Triggered an Early Retirement for Some
Wednesday, November 10, 2021If there’s one thing that can change nearly every aspect of society, from broad trends down to individual lives, it’s a pandemic. As we’ve seen, the consequences of the Covid pandemic have affected us at every level....
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Should You Pay Off the House Before You Retire?
Tuesday, October 26, 2021
Ask ten different people about their dreams for retirement, and you might get ten different answers. But one theme will pop up regularly: Many of us envision a debt-free life. And in particular, paying off the mortgage before...
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4 Financial Lessons We Can All Learn from Baby Boomers
Wednesday, October 20, 2021
As Einstein once said, “Information is not knowledge. The only source of knowledge is experience.” Experience, whether intentional scientific experiments or simply life lessons, is the best way to gain wisdom. But we can...
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What is a Debt Ceiling, and How Does It Affect Us?
Wednesday, October 13, 2021
Washington lawmakers never fail to keep us entertained (or concerned, depending upon your perspective). But the latest news seems a bit confusing for many of you. What exactly is the debt ceiling, and why do they want to raise it...
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Avoid These 5 Money Mistakes as You Head Into Retirement
Wednesday, September 29, 2021After decades of working, planning, and saving, you’re finally beginning to see the light at the end of the tunnel! But now, as you head into the final stretch of your career, you must avoid a few common mistakes. Make wise...
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What’s the Difference Between Traditional And Roth Retirement Accounts?
Thursday, September 23, 2021Ideally, retirement planning begins early in your career and then continues for decades. You will make a number of decisions when you first open a retirement account, and then reevaluate those decisions throughout your career as you...
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Small Businesses in California Must Provide a Retirement Plan
Wednesday, September 8, 2021
Many Americans worry that they are under-prepared for retirement, citing insufficient savings and a rising cost of living. Even worse, according to the Federal Reserve one quarter of working adults have no retirement savings at all. In...
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New Retirement Statistics Might Make You Think Twice
Friday, September 3, 2021Are you planning to retire sometime within the next decade? Many of us have been planning for this moment for many years, and now we’re in the home stretch of our careers. We hope you’re feeling confident about your plans,...
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As Prices Rise, What Will Happen to Social Security Checks?
Friday, August 27, 2021
No, it is not your imagination. The cost of many goods and services has risen over the past year, and some of those price hikes are significant. Most household budgets have been impacted, and the measures of inflation are indeed...
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