Most older married women have yet to participate in long-term financial planning for retirement and investments. Bread-winning spouses traditionally assumed that responsibility. This generation of women took responsibility for short-term financial goals, managing the household budget, tracking spending, and paying … Read More
Enjoying a comfortable retirement lifestyle shouldn’t mean sacrificing or being overly cheap after years of saving for these golden years. You may have saved a bunch for retirement, but you want your money to last through your retirement, which could … Read More
Everything goes better when there is a thoughtful plan in place. Whether single, married, and with children, you should build a financial plan that best fits your lifestyle now and in the future. Everyone needs a financial plan to help … Read More
Recent guidance for pension-linked emergency savings accounts, or PLESA, provided by the Department of Labor (DOL) and IRS will likely spur more companies to give employees the green light to set up an emergency savings account within their retirement plan. … Read More
Florida has long been a popular destination for Baby Boomers looking to retire in the sun. With its warm weather, beautiful beaches, and amenities, it’s easy to see why. However, not all areas of Florida are equal regarding retirement living. … Read More
Retirement is a time of life that many people look forward to, but it also comes with its own set of challenges. Retirees can better ensure a comfortable and enjoyable retirement by buying certain things. These purchases can help you … Read More
President Biden signed the SECURE 2.0, approved by a nonpartisan Congress in December. The legislation significantly changes the retirement benefits landscape for the better.  Many provisions will strengthen Americans’ ability to save for retirement by restructuring contribution limits, withdrawal rules, … Read More
With high inflation, a bear market, supply constraints, and talk about recession throughout the year, it’s been challenging for seniors and retirees. It’s about time for retirees to get a well-deserved break in 2023, which will happen on several fronts. … Read More
When you have children, it seems you can never do enough for them (and when they are teens, you can never do anything right). Guiding your kids on the path of saving for their future gives them a head start … Read More
Are high inflation and the bear market derailing your retirement plans? There are significantly more challenges for retirees or those close to retirement. Paying more for gas, groceries, and other items on a fixed income while watching your investment portfolio … Read More
When seeking a financial advisor, you may be confused by your choices. Many professionals help you with estate planning when giving you financial advice. In contrast, others make investment recommendations for your portfolio, help with budgeting, reduce debt, or provide … Read More