How Much Will Healthcare Cost in Retirement?
You’ve dreamed big, planned carefully, invested well, and you’re ready to...
How Much Will Healthcare Cost in Retirement?
Retirement Planning
I’m retired…why has my portfolio been so volatile?
I’m retired…why has my portfolio been so volatile?
The headlines have recently been full of news about inflation, high...
6 Tips for Better Financial Conversations with Aging Parents
6 Tips for Better Financial Conversations with Aging Parents
If you worry about aging parents, you’re not alone. Worldwide, the number...
Understanding Retirement Income – Where Does Your Paycheck Come From?
Understanding Retirement Income – Where Does Your Paycheck Come From?
Where will my paycheck come from when I’m retired? If you’re about to...
How Much of Your Social Security Income is Taxable?
How Much of Your Social Security Income is Taxable?
Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here’s what you need to know.
2022 Contribution Limits for 401(k)s, IRAs and More
2022 Contribution Limits for 401(k)s, IRAs and More
2021 retirement plan contributions have been released and, while the majority of limits are unchanged, there are a few updates to note. Here’s a summary!
3 Tips to Maximize Your HSA
3 Tips to Maximize Your HSA
Health Savings Accounts, or HSAs, can be a great way to pay for healthcare expenses and save taxes. And, with these 3 tips, you can significantly increase your HSA’s impact.
Buy-Sell Agreements in Business Succession Planning
Buy-Sell Agreements in Business Succession Planning
For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here’s what to know about Buy-Sell Agreements.
3 Ideas to Connect Generations with Generosity
3 Ideas to Connect Generations with Generosity
Making connections across generations isn’t always easy. But building an intentionally-designed Family Generosity plan is a great place to start!
4 Parts of a Joy-Filled Retirement “Life Portfolio”
4 Parts of a Joy-Filled Retirement “Life Portfolio”
What if we thought of retirement as a starting line rather than a finish line? Think beyond the superficial hobbies and vacations. An intentionally designed “life portfolio” can bring satisfaction in knowing that you continue to make a difference in your life and in the lives of those you care about.
Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits
Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits
In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.
Is Long Term Care Insurance Right for You?
Is Long Term Care Insurance Right for You?
When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.
Should I Pay Off My Mortgage Early?
Should I Pay Off My Mortgage Early?
I’m thinking of paying my mortgage off early. Being debt free would feel great, but is this a good strategy? Should I be investing those extra dollars instead?
The Mega Backdoor Roth Solo 401(k) for Solopreneurs
The Mega Backdoor Roth Solo 401(k) for Solopreneurs
The Mega Backdoor Roth 401(k) has typically been reserved for select Fortune 500 companies. Here’s how you – the Solopreneur – can access this little known strategy!
6 Things that Affect the Value of Your Business – Guest Blog
6 Things that Affect the Value of Your Business – Guest Blog
If you are like most business owners, the bulk of your wealth is the value of your business, and at some point you want retire and harvest the value you have built. The majority of small to medium sized business owners only sell once, so the odds say this will be your first time selling a business. So what should you pay attention to? Here are six things with the biggest impact on the value and salability of your business.
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.