News & Updates

What Kind of Retiree Are You? 

“What kind of retiree are you?” An interesting concept that we had some fun diving into, and wanted to share it with you.  Are you “The Adventurer”? Do you want to stay active, are you

Read More »

How Do You Do It? 

How should couples save for retirement if only one is working? Saving for two when one is the primary or sole breadwinner can be challenging. It takes proper strategizing that goes beyond just watching your

Read More »

Knowing

Sometimes there is value in knowing. Social Security was never meant to cover all your expenses in retirement, and, unless you work in the public sector, pensions are rare. Knowing there’s another payment coming in

Read More »

A Bridge

We’ve spoken in the past about the financial benefits of delaying the claiming of Social Security benefits. However, what happens if retirees decide to leave their jobs before reaching age 70 and need to “bridge

Read More »

Full Retirement Age

You’re eligible for the unreduced Social Security benefit (referred to as your Primary Insurance Amount) once you reach your full retirement age. If you were born in 1960 or later, your full retirement age is

Read More »

Retirement Spending

Many people nearing retirement make the mistake of just “guessing” their retirement income needs rather than actually calculating what they’ll need to support their retirement spending. This is because many people don’t put enough thought

Read More »

Best Places to Retire in 2024

We read an article recently examining more than 800 locations in America, comparing everything from housing costs to taxes to health care, air quality, and natural hazard risk. What they found were some of the

Read More »

How Would You Answer the Question? 

Nobel laureate, the late Daniel Kahneman, proposed a question; “How does the experience of a loss compare with the experience of a gain?” There were four possible answers to choose from:  Which answer would you

Read More »

Financial Stability

A big part of planning for your retirement future is accounting for the “what-ifs.” No matter how careful anyone is, unexpected changes can occur: accidents, illness, and deaths.  That’s where insurance comes in. Life insurance

Read More »
Archives
Scroll to Top