It takes a lot of planning to design a successful retirement strategy. Saving and investing enough to fund a comfortable retirement is critical, but there are other things to consider as well. Your lifestyle, where you’ll live, medical expenses, pension,READ MORE
Retirement, Retirees
In our recent article, Retirement Planning Update: SECURE Act 2.0, we discussed some of the key features of the Act as they pertain to retirement planning. Here are some additional noteworthy features of SECURE Act 2.0. Reduced Penalties for missingREAD MORE
Many of us watch our parents getting older with some concern. They may be doing fine now, but we know that most older people eventually need some help. The need for help may increase gradually over time, but in manyREAD MORE
Inflation was the big story in 2022, and for 2023 it brings some benefits (increased social security benefits, bigger tax deductions) but also some detriments (higher Medicare surcharges). The SECURE Act 2.0, which was passed at year-end, will have aREAD MORE
The loan you take out to purchase a home is often the largest debt you will carry in your lifetime. Paying off your mortgage is an attractive concept, because it provides a sense of financial security and significantly reduces yourREAD MORE