Blog

Hit Age 50 Yet? Time for a Financial Check-Up

Because life tends to bring so many surprises, there are never any guarantees when it comes to retirement savings and planning. But this quick check-up can help you decide if you’re on the right track. 

Estate Planning: Important Documents to Have in Place

A Big Tax Refund Might Mean You Need Better Tax Planning!

Why You Must Max Out Retirement Plan Contributions

How Does Social Security Work When a Spouse Dies?

It is important to consider what happens to each of you if the other spouse passes away first. In most cases this is an unpredictable part of life.

What Happens if I Start Collecting Social Security, But Then I Change My Mind?

At some point, you might feel that you’re ready to - or need to - claim your benefits. What if that decision turns out to feel like a mistake, and you regret it? Can you change your mind and delay your benefits until later?

How Gas Prices Impact the Economy

What You Need to Know About Required Minimum Distributions

What to Do After Maxing Out Retirement Plan Contributions

An Update on the Latest Financial Scams

Which States Will Tax Social Security Income?

Social Security Planning for Married Couples

New Year - Time to Review Your Beneficiaries and Make any Needed Changes

The Pros and Cons of Claiming Social Security Early

How to Bounce Back From a Financial Setback

Before Joining the Great Resignation, Read This

What You Need to Know About Estate Planning Right Now

Over 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....

Have You Considered the Cost of Healthcare in Retirement?

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...

Pandemic Fallout Triggered an Early Retirement for Some

If 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....

Should You Pay Off the House Before You Retire?

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...

4 Financial Lessons We Can All Learn from Baby Boomers

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...

What is a Debt Ceiling, and How Does It Affect Us?

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...

Avoid These 5 Money Mistakes as You Head Into Retirement

After 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...

What’s the Difference Between Traditional And Roth Retirement Accounts?

Ideally, 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...

Small Businesses in California Must Provide a Retirement Plan

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...

New Retirement Statistics Might Make You Think Twice

Are 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,...

As Prices Rise, What Will Happen to Social Security Checks?

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...