RETIREMENT EDUCATION BLOG

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

How Will Retirement Affect Your Taxes?

No matter your line of work or saving/investing strategy, it’s likely that taxes are a constant point of emphasis when considering your finances. One of the downsides of retirement is that even when the work stops, taxes will remain. Depending on where your retirement income will be drawn from, there are tax implications that may… View Article

Looking Out For Your Long-Term Health

Retirement should be an exciting and fulfilling new era for you, filled with great experiences. The possibility of accounting for long-term care – either for you or a loved one – is a topic that can easily be glossed over in order to focus on all the highlights of retirement. Nearly 70% of people over age… View Article

Combating Rising Costs

For the last few years, a hot-button issue for many economic discussions has focused on inflation and the rising cost of most goods and services that make up a large portion of the average person or family’s budget. While the inflation rate has slowed its pace from previous years, it still stands at 2.7% on… View Article

Social Security and the “One Big Beautiful Bill”

As months were spent debating new budget and tax regulations in Congress, a primary concern for pre-retirees and retirees was the possible impact on Social Security. According to a 2024 survey, around two-thirds of pre-retirees or retirees in the United States see their monthly Social Security benefits account for at least half of their income1…. View Article

How New Laws Could Affect Your Legacy Planning

As H.R. 1 – more commonly referred to as the “One Big Beautiful Bill” was hotly debated in Congress, much of the talk revolved around how the many aspects of the legislation would combine to impact the country’s spending and deficit as a whole. Now that the bill has been signed into law, there are… View Article

Keep an Eye on Possible Medicare Changes

If you are one of the 68.6 million current beneficiaries of Medicare benefits, the months of discussion on the recently passed “One Big Beautiful Bill” likely filled your news feed with all kinds of information. Now that the legislation is settled, here is a helpful guide to show what did – and didn’t – make… View Article

How Does New Legislation Impact Your Tax Bill?

The first half of 2025 was filled with plenty of reports of what legislation would be enacted with a new presidential administration. While there are still many items being discussed, July’s passing of H.R. 1 (formerly know as “One Big Beautiful Bill”) has locked in some significant new policies that everyone should be aware of… View Article