3 Easy Ways To Get On-Track for 2021 & Beyond

Only 28% of Americans will make New Year’s resolutions that are financial in nature, according to a recent MassMutual survey.[1] Perhaps more should – retirement requires significant planning and there is no better time to start than at the beginning of a new year. If you’re wondering how to do this, then you might consider [...]

2020-12-28T16:38:27+00:00December 28th, 2020|Financial Planning, Retirement Planning|

Gifts For Those Who Don’t Need Anything

You could say that the law of diminishing returns applies to Christmas gifts as we age: As time goes on, we can use less and less material gifts. At a certain point, we accumulate so many possessions that when we say "I don't need anything for Christmas," we really mean it. So, rather than continue [...]

2020-12-23T17:28:56+00:00December 23rd, 2020|Lifestyle|

Time to Review Your Investment Plan

The end of the year is a good time to reflect on 2020, how your financial situation may have changed, and your goals for next year. You can look at how your investments are doing, review your portfolio, and think about how close you are to retirement or the state of your finances in retirement. [...]

2020-12-21T17:11:36+00:00December 21st, 2020|Financial Planning|

Financially Savvy Gifts for Friends and Family

You can get away with handing out cards drawn with colorful crayons as your go-to gift when you’re young, but when you get older your shopping list grows. As we age, we have more and more relatives and friends that we exchange gifts with, which means more money and more time spent shopping. So, when [...]

2020-12-19T05:44:53+00:00December 18th, 2020|Financial Planning, Lifestyle|

Don’t Miss These End of Year Healthcare Deadlines

An average 65-year-old couple retiring today will need an estimated $285,000 to cover their healthcare costs.[1] This doesn’t even include long-term care costs, which can run as high as $253 per day on average for a private room in a nursing home or $119 per day on average for care in an assisted living facility [...]

2020-12-14T13:41:47+00:00December 14th, 2020|Financial Planning, Healthcare|

What is Hygge and How Can It Help You Survive Winter?

Hygge (pronounced "hoo-ga") isn’t a new brand of almond milk or a type of yoga; it's a Danish lifestyle practice aimed at coziness, contentment, and well-being. If moving to a warmer climate isn’t part of your desired retirement lifestyle, or you'll be making a trip up north, there are ways to love and enjoy winter. Even [...]

2021-04-24T19:45:16+00:00December 11th, 2020|Lifestyle|

4 Things You Can Do By the End of the Year to Help Lower Your 2020 Tax Bill

Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. It’s a busy time of year when finances can take a back seat, but don’t wait to review your tax situation. Here are four things you can do by the [...]

2020-12-07T13:26:44+00:00December 7th, 2020|Taxes & Tax Planning|

Giving the Gift of Education

It’s graduation season, and along with all the wonderful things a college degree comes with are also student loan debts. If you’re attending high school or college graduations, no one may be talking about it, but the graduates and their parents likely have the high cost of college on their minds. You might be writing [...]

2020-11-29T03:54:15+00:00December 4th, 2020|Financial Planning, Investing Strategies|
Go to Top