RETIREMENT EDUCATION BLOG

Election 2024: Addressing the election shakeup – What to Make of Election Shakeup

There’s a rumor that “may you live in interesting times” is some sort of ancient Chinese curse. It’s more of an ironic statement, but here we are. The entire country was thrown for a loop in mid-July when President Biden announced he wouldn’t seek reelection, throwing into flux an election and campaigning cycle that was… View Article

Savvy Design – The Importance of Confident Investing

We believe that savvy design is the key to confident investing. That is why Market Guard® investment strategies are based on a deep understanding of the market and the factors that drive it, and we use this knowledge to design investment portfolios that are aligned with our clients’ goals and risk tolerance. Savvy design starts… View Article

Creating the right plan – Can Your Money Work Smarter and Harder?

Save some for a rainy day. Hope for the best, but plan for anything. You never know what tomorrow will bring. There are no shortages of words or phrases that have been used for generations to convey a simple sentiment: take care of yourself. As you approach retirement, preparation for future healthcare and medical situations… View Article

Planning for LTC needs – Simple Long-Term Care Funding

When building towards whatever retirement you have envisioned, planning for healthcare costs is one of the ultimate examples of “better to have it and not need it than need it and not have it.” Projected costs of long-term care can seem daunting and could threaten a large portion of your retirement savings, but at Consha… View Article

Continuing to combat rising costs – Look Out for Your Future Self

When planning for retirement, it’s exciting to dream about new sights and great experiences that lie in store. But there’s also the issue of planning for future healthcare costs. Accounting for future medical costs can seem daunting, but it’s a necessary step that can help lessen the burden on you and your loved ones.   Looking… 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

Understanding LTC costs – Which Will Go First?

As you approach or enter retirement, it’s important to consider the potential for higher healthcare costs and from which income stream or bucket of savings you will fund needed care. But why?  Recent statistics show 7 out of 10 people over age 65 will have a long-term medical need – and most aren’t prepared for… View Article

Hosting and entertaining gatherings – Be the Life of Your Own Party

Summer is synonymous with many things: Outdoor activities, sporting events, extended vacations, family reunions, and community celebrations are just some items that might come across your calendar and one common theme through all of them is the possibility of bringing groups of people together. Many retirees use their time to visit family members and loved… View Article