May 14, 2025 | College, Financial Article, Retirement
It’s no secret—college is expensive. But here’s the thing: it doesn’t have to be as overwhelming as it seems. Whether you’re in the “oh no, we’re running out of time” group, or you’re planning years in advance, the key to stress-free college planning is...
Mar 12, 2025 | Insurance, Retirement
Overlooking key details can lead to unexpected costs and limited healthcare options. 1) Income-Related Monthly Adjustment Amount (IRMAA) Surcharges – (Higher Costs for Higher Earners) Many high-income retirees are caught off guard by IRMAA surcharges on...
Mar 11, 2025 | Business Owners, Financial Article, Financial Planning, Investing, Retirement, Taxes
For many successful professionals and business owners, the goal of retirement is within reach—but managing your own finances can be a huge headache. Have you encountered these common frustrations? 1) Too Many Choices, Too Little Time You’re constantly wondering...
Apr 3, 2024 | Estate Planning, Financial Article, Investing, Retirement, Social Security, Taxes
Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now. It can be dangerous to generalize about the baby boom generation, but there are seven key...
Oct 4, 2022 | Estate Planning, Financial Article, Retirement
What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to a year for the estate to be settled, plus attorney’s fees, appraiser’s fees, and...
Aug 10, 2022 | Financial Article, Retirement
Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings...
