RETIREMENT EDUCATION BLOG

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

What LTC Plan Works Best for You?

Planning for long-term care can feel overwhelming—but it doesn’t have to be. With the right strategy, you can create a plan that helps protect your health, your finances, and confidence in your future plans. The first step is understanding your options. From in-home care to assisted living and nursing facilities, each path offers different levels… View Article

How to Plan for Long-Term Care Needs

As the cost of long-term care continues to rise, planning ahead has never been more important. Whether it’s for yourself or a loved one, having a strategy in place can help protect your assets, reduce stress on your family, and arrange for the care you want, on your terms. Depending on your situation, here are… 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

What Will Your Healthcare Cost in the Future?

When looking at the prospect of long-term care for yourself or a loved one in the future, it’s not hard for the numbers to become concerning. The average cost of a nursing home in 2025 is $138,000 per year and those using these facilities do so for an average of 44 months, adding up to… View Article

Stay Informed About Long-Term Care

Long-term care is a topic that can be easy to avoid discussing and is often overlooked when building your financial future. However, beginning the planning process for future needs before they become reality can help protect your nest egg if and when more resources are needed for care down the road. As we live longer,… View Article