How Will You Pay for Long-Term Care in the Future?

Even though you're a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently age 65 will need long-term care at some point, and costs can be staggering.[1] If you have a 70% chance of needing long-term care, you should think about how you would like [...]

2021-11-29T14:06:33+00:00November 29th, 2021|Financial Planning, Healthcare|

3 Things About Your Taxes That May Have Changed

Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. Even though it’s a busy time of year when finances can end up taking a back seat to decorating and wrapping presents, it’s important to take the time to review [...]

2021-11-22T13:44:15+00:00November 22nd, 2021|Taxes & Tax Planning|

Estate Planning 101

Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to make. Understand the [...]

2021-11-15T13:46:52+00:00November 15th, 2021|Estate Planning, Financial Planning|

What is a Roth Conversion and Should You Do It?

When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax burden today and tomorrow, including a Roth IRA conversion. What is Roth IRA vs. a Traditional [...]

2021-11-08T13:18:49+00:00November 8th, 2021|Retirement Income, Taxes & Tax Planning|

What the High Social Security COLA Could Mean for Your Retirement Finances

Social Security recipients will see a 5.9% increase in 2022 - the largest increase since 1982! This means that the average recipient will see a $92 a month raise starting next year.[1] While this is good news, it’s important to consider what this high Social Security cost-of-living adjustment (COLA) could mean for your overall retirement [...]

2021-11-01T11:41:15+00:00November 1st, 2021|Social Security|
Go to Top