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May Newsletter: 7 Disciplines That Lead to Happy Retirement Much has been written about saving for retirement, and we adhere to the principle that financial security is a key component to a successful retirement. Many of you are on that road right now, while others are accessing the savings accumulated over a lifetime. Knowing how…
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How do you vision spending your retirement? This month we will be focusing on retirement planning. Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your financial professional—you can design a working plan for retirement that may surpass all your expectations. Download article here
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April Newsletter: Maximizing Your Social Security Planning for Social Security can sometimes feel like entering a maze. The options may feel overwhelming, and you can quickly get lost. Social Security provides retirees with a basic income. It was never intended to fully cover the cost of living in retirement, but it acts as a supplement…
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If your employer health plan is a health savings account (HSA) paired with a high-deductible health plan (HDHP), you may have a problem when you turn 65. Download the attached for additional information. Download Here
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Spring has sprung. And with that several important dates are right around the corner. Make sure to make note of all the upcoming deadlines. Download- Spring Key Planning Dates
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What did your life look like before social media? What did you think of it at first — and do you think differently now? Social media has become a must-have for many folks these days. And it’s not just for you and me. I’m talking about businesses too.1 Beyond that, social media has become about…
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Guess how the cruise industry started? It actually took off as a result of the mass adoption of commercial jet flights during the sixties.1 Jets made it easier to travel faster than ever before. That sounded the death knell for lots of ocean liners. But not all of them. One company, Cunard, did something new.…
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It’s time to crack the code of where your best life awaits you in retirement. Now, before you start daydreaming about exotic locales or your favorite vacation spots, there’s something you have to do first. And that’s to outline your goals and needs for retirement. In fact, before you start looking at different places or…
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Guess where more of today’s retirees are enjoying the good life? It’s not just Florida. More of today’s retirees are looking past the Sunshine State, and they’re considering other areas where they can live affordably and make the most of their retirement. In fact, aside from Florida, some of the best states in the U.S. for retirees…
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