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Category: Blog

Smart Financial Moves for Empty Nesters

Make the Most of Your Transition to a Child-Free Home After spending decades caring for children, it can be quite the adjustment to transition to being an empty nester. You’re likely to experience a wide range of emotions, and some of the choices you make during this transition can have a lasting impact on your well-being and lifestyle. That certainly includes your financial decisions so, as you transition into this new chapter of your life, take time to revisit your financial plan. Consider your future and read through the savvy smart financial moves below to help you along the

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5 Common Mistakes High Earners Make

Learn from these common mistakes and work towards your financial goals. A high income can potentially contribute to a sense of financial security. Maybe you’re enjoying a sprawling home, a fancy car, and the latest technological gadgets. A well-crafted income strategy has the potential to contribute to financial stability and comfort. If you’d like to leverage your high income to establish long-lasting wealth and financial security, it’s important to be aware of potential pitfalls that could impact your financial planning.

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Passing an Inheritance to Your Children: 8 Important Considerations

Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel very meaningful to be able to provide a financial legacy for your loved ones, but it’s important to be practical, too, and to go about your estate planning in the right way. This single decision can impact all of your financial decisions, such as how much you put into savings, the types of retirement accounts you utilize, and your strategy for taking distributions. Make

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Plan Ahead to Meet Rising Retirement Healthcare Costs

Consider Taking Steps to Manage Your Financial Future Today With healthcare costs on the rise, American retirees must prepare to afford significant health and medical expenses in retirement. While strategizing ways to cover retirement healthcare costs isn’t new, many retirees today are finding themselves without access to the employer- or union-sponsored retiree health benefits that previous generations depended on. This means that Americans who are currently planning for retirement need to be sure they are adequately prepared for the impact that healthcare costs may have on their long-term financial security. Use the tips below to empower yourself to meet

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10 Steps to a Happy and Healthy Retirement

After Years of Hard Work, You Should Consider Planning for a Fulfilling Retirement Planning for retirement is a common goal for many individuals during their working years. It involves saving, investing wisely, and aiming for financial stability and comfort in the future. Of course, many retirees find themselves struggling to transition away from the busy working world and to design a new day-to-day lifestyle that feels meaningful. Use the tips below as a guide as you work to clarify and create your retirement plan.

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Financial Considerations Before Buying a Vacation Home

Financial Considerations Before Buying a Vacation Home

Before You Sign on the Dotted Line, Consider These Important Factors Are you dreaming of the chance to own a vacation home where you can escape whenever you need to relax and recharge? According to the Vacation Home Counties Report from the National Association of Realtors in 2021, vacation home sales rose by 16.4% in 2020. In the continued aftermath of the COVID-19 pandemic, where many more professionals are working from home, there continues to be growing interest in the second-home market. Is a vacation home purchase right for you? Consider the factors below to help you decide.

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5 Reasons Women Should Plan for Long-Term Care

Women Face Many Challenges in Retirement and Planning Ahead is Key to Achieve Financial Independence As healthcare costs continue to rise, it’s becoming increasingly important for American workers to consider including a plan for addressing the costs of long-term care in their overall retirement plans. Failing to do so can pose a significant risk to your financial independence, and it’s particularly critical for women, who already face extra challenges when it comes to living comfortably in retirement. Below we’ll discuss five specific reasons that women should consider the costs of long-term care when planning for retirement.

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