Planning For Retirement

Do you have money left over in a 529 account for your child? Maybe your oldest got a scholarship to college, or just didn’t need as much money as you had saved up. No matter the case, there are someREAD MORE

Did you know that the fastest growing demographic group in the United States is people over the age of 85? As health care improves, people are living longer. Most people today can expect to spend about one quarter to oneREAD 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

Twenty-first century America is a nation of job-hoppers. According to the U.S. Bureau of Labor Statistics, the average American holds 12 jobs in their lifetime. The concept of retiring after 40 years with one company, taking home a pension andREAD MORE