How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong longevity literacy.1
That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy.
Let’s explore how...
Despite not being as well known as some other retirement tools, annuities account for 6.5% of all assets earmarked for retirement.
Loss of income due to disability has the potential to cause significant financial hardship.
As our nation ages, many Americans are turning their attention to caring for aging parents.
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2
And whether or not you’ve seen these cons in action, they...
Financial information on different retirement strategies.
Do children need to file an income tax return for the money they earn?
Understand tax strategies: When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
How much do you need to retire wealthy?
Believe it or not, there’s no set number for anyone.
Lifestyle and the quality of your retirement plan are certainly two big factors.
But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive.
So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.
It can be the perfect time to refresh financial tasks and dust off your long-term goals.
As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.
What’s your ideal retirement?
Traveling? Practicing your favorite hobbies? Caring for loved ones?
Whatever you envision, creating a plan of action can feel exhausting.
There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
