RETIREMENT EDUCATION BLOG

With Markets, Timing is Everything

Halloween is just around the corner, but you never know exactly when market volatility might strike. If the economy begins playing tricks, it’s important for those nearing retirement to help protect their treats.  It’s never a good time for the possibility of a bear market, but the stakes are much higher for those on the… View Article

Tax Strategies Can Save a Lot in Retirement

No one is a big fan of taxes. Sure, they are used to help pay for some things you need and use, but it’s fair to say that anyone’s day would be brighter if they were sending less of their money off to the government.  Keeping an eye on your tax situation is even more… View Article

Keep Your Wealth And Your Health

One of the biggest expenses most retirees encounter concerns healthcare. Even with a healthy lifestyle and great habits, getting older is almost certain to include a notable increase in costs associated with maintaining your health and quality of life. Medicare can help supplement costs no longer covered by an employer-sponsored health plan, but it’s possible… View Article

How Is Inflation Affecting Your Retirement?

It’s almost certain that you’ve spent the last few years hearing all about inflation. Some aspects of rising inflation are easy to see. That grocery budget just doesn’t go as far as it used to and many other staple products and services have also seen prices steadily increase. In some better news, the latest numbers1… View Article

Portfolio Management – Building a Diversified Investment Portfolio

Building a diversified investment portfolio is important for your long-term financial goals. A well-diversified portfolio can help you manage risk and take advantage of investment opportunities in a variety of market conditions. Portfolio management starts with a thorough analysis of your investment objectives, risk tolerance, and financial situation. We then use this information to create… View Article

2024 Election and Taxes – How Will Election Affect Taxes?

While the country might be in store for changes on a grand scale, political parties and international policy probably aren’t the prime focus for your personal finances. One of the biggest expenses for retirees (and something to consider for those approaching retirement) is the ever-present tax bill. Income and expenses change for many during retirement…. View Article

How Potential Election Outcomes Could Affect Your Retirement Savings – Will the Election Affect Your Savings?

With just a few months to go until the 2024 presidential election, many races are too close to call. And while that might make for great TV viewing, the fact that there is no clear favorite in many House and Senate races (to go along with the presidency) leaves plenty of doubt as to how… View Article

Election 2024: Some Key Issues Impacting Retirees – What You Might Expect in an Uncertain Election Landscape

With the 2024 presidential election nearing, it is still unsure how things will pan out with the government or what new circumstances could shift a given administration’s focus moving forward. That said, it’s never too early to speculate, especially when considering retirement and future finances. After all, the best way to adjust for unforeseen developments… View Article