RETIREMENT EDUCATION BLOG

Medicare Open Enrollment Begins October 15 — Is It Time to Review Your Coverage?

Retirement planning isn’t only about investments and income. Healthcare can become one of the most important pieces of your retirement budget and overall financial plan. That’s especially relevant this month because Medicare’s annual Open Enrollment Period begins October 15 and runs through December 7. During this period, people with Medicare can review their current coverage… View Article

Market Guard® – Your Resource for Investment Strategies

We believe that everyone deserves a confident financial future, and our mission is to help our clients work toward their financial goals through savvy design and personalized support. As a result, we are proud to announce that Market Guard® is now available to our clients.  Market Guard® takes into consideration that every client’s needs are… View Article

When to BUY – Seizing Opportunities and Building Wealth

Market Guard® understands that successful investing requires not only knowing when to hold onto or sell investments, but also when to buy. Buying investments at the right time can help investors seize opportunities and build long-term wealth. Our team of experienced financial advisors works closely with our clients to identify investment opportunities based on market… View Article

Planning for Taxes in Retirement Can Help Protect Your Independence

As we move through summer, consider thinking about what financial independence really means for you in retirement. Even if you’ve saved up more than your target amount, you shouldn’t forget about how to manage the income you take… and the taxes that may come with it. Your retirement income may come from several sources, including… View Article

Build a Sustainable Retirement Budget

Even the most frugal savers can find themselves unknowingly spending more in retirement than they ever did during their working years. With the added time and freedom that comes with your golden years, it’s important to set up a healthy, sustainable budget so you can enjoy your golden years with added confidence that your money… View Article

A Better Question Than “What Will the Market Do?”

One lesson stands out across American history: Plans that survive change are built to adapt—not to predict. That’s as true for retirement planning today as it has ever been. If you’d like help understanding how your current plan may respond to:  We offer a complimentary retirement planning review designed to help you identify potential gaps… View Article

Financial Independence Starts with a Coordinated Income Plan

As we celebrate Independence Day, it’s a good reminder that financial independence in retirement doesn’t happen by accident. It often comes from having a thoughtful plan for when and how to use the income sources available to you. When those pieces work together, retirement can feel a lot more steady and a lot less stressful…. View Article

When to SELL – Mitigating Risk and Optimizing Returns

Knowing when to sell an investment is just as important as knowing when to hold onto it. We provide support on when to sell investments based on market conditions, individual investment performance, and our clients’ financial goals and risk tolerance. When it comes to selling investments, it’s important to have a clear strategy in place… View Article