Essential Masterclass
How to Pay for Care without Going Bankrupt

Can I Retire in a Bear Market?

Retirement During a Bear Market

It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’

Can You Catch-up? IRS Increases Contributions Limits

Retirement Account Contributions Nest Egg

If you find that you have fallen behind in your retirement savings, you are not alone.  Investment advisor Vanguard reported recently that only 14% of 401(k) participants contributed the maximum amount annually, and only 16% of eligible employees 50+ made additional catch-up contributions.

How to Maximize Lifetime Social Security Benefits

retired on social security lifetime benefits playing chess

As retirement nears, you may be wondering when to start taking Social Security payments. These benefits are primarily based on your earnings during your working years and your age when you start receiving benefits.

Will Inflation Have Impact on My Retirement?

Inflation Impact on Retirees

Inflation hurts everyone. It seems to reach every sector, product and business in one way or another, whether it raises the cost of heating your home, lunches or road trips. However, if you’re a retiree, you may be particularly worried about inflation because your spending habits and income sources might be disproportionately exposed to inflation.

How to Plan in a Time of Uncertainty

Uncertainty News

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.

Aging Life Care Managers

Aging Life Care Managers (ALCA)

As many family caregivers know all too well, caring for an elderly loved one can overwhelm you quickly.

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