Financial
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A: What’s going to happen when your paycheck stops? It’s one of the biggest questions that people nearing retirement have. It’s difficult for people to imagine what life will … more
Forty-one percent, or approximately 19.5 million Americans, age 65 and older are single, according to the most recent data available from the U.S. Census Bureau.1 This means a significant number of … more
A: When you think about long-term care, what is the first thing that comes to mind? For many, it may be nursing homes or something associated with aging and increasing medical needs. In a broad … more
The most important goal for many of my clients is to retire on their terms – which often means planning a long, secure retirement that enables them to check off items on their ultimate bucket … more
A: With the increase in the number of two-income households over the past few decades, more families are in need of child care during the work week. Having a baby is expensive enough, with the … more
The average refund for individual income taxpayers who received one for the fiscal year ending in September 2016 topped $3,000, according to the IRS.1 If you expect to receive a refund on your 2017 … more
A: As the saying goes, birds of a feather flock together. In the case of snowbirds and sunbirds— affectionate nicknames for traveling retirees—this is definitely true. Snowbirds are … more
Most financial professionals agree that you should save as much as you can, or at least 10-15 percent of your salary for your golden years1. If you’re not saving that amount, or need more to … more
Investing in the stock market has its ups and downs. And it’s not just because the stock market is unpredictable. It’s easy for individual investors to get tripped up by the psychology of … more
For many of us, the holiday season is a time of joy and rest. However, planning for the season’s festivities can feel hectic and create financial stress. According to the Consumer Reports … more
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