3 Ways Your Advisor Can Help You This Tax Season

As we enter this tax season, you may realize that your situation has changed. Maybe you were affected by the CARES Act, COVID, or went through a life change such as retirement, or became empty nesters. All of these things can affect how you file our taxes and now is the time to consider them. [...]

2021-02-22T01:11:29+00:00February 22nd, 2021|Financial Planning, Taxes & Tax Planning|

What’s In Store For Us in 2021?

We’re all looking forward to the new year more than usual. Even though COVID will remain in 2021, the changing of the calendar can bring about a new mindset and optimism. But before we forget all about 2020, let’s look at the latest COVID relief bill, which includes more stimulus checks and some changes that [...]

2021-01-09T02:28:39+00:00January 11th, 2021|Economy, Financial Planning|

Ready to Retire in 2021? Ask Yourself These 3 Questions

Will 2021 be your retirement year? And how do you know when it’s time to retire? For some, retirement comes at a milestone. Maybe it’s 35 years on the job or your 65th birthday, or maybe your goal is to retire when you have a certain amount in savings. Retirement is different for everyone, and [...]

2021-01-04T17:17:00+00:00January 4th, 2021|Financial Planning, Retirement Planning|

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|

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|

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|

Time to Give Thanks: Charitable Giving Before the Year’s End

You're probably looking forward to Thanksgiving, even if it looks a bit different this year or you're not a big fan of turkey. Whatever your Thanksgiving is like this year, it’s a good time to think about how you express gratitude. Some people donate their time or money to a charitable organization, especially around the [...]

2020-11-24T22:25:40+00:00November 24th, 2020|Charitable Giving, Financial Planning|

How Much Could Long-Term Care Cost You?

If you have elderly parents or know someone who does, you already know that there are many hard decisions to make when it comes to long-term care, especially during the pandemic. And figuring out the finances can be even harder. Trends could change in the coming decades, such as moving long-term care into the home, [...]

2020-11-15T22:24:24+00:00November 15th, 2020|Financial Planning, Healthcare|
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