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…
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
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…
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
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…
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…
What part of retirement is most exciting to you? Most people share similar dreams for retirement, and there’s a fascinating split between the genders.1 According to one study, women tend to look forward to spending time with their families and volunteering. Men usually say they’re excited to travel and hit the golf course.1 Whether you…
Where do you dream of spending your golden years? Are you planning to move or stay where you are? Your choice could significantly affect your living costs and how long your nest egg will last. In retirement, as in real estate, location is everything (or, at least, it’s a lot). Click here to check out…
