thumb

Social Security Strategies and Tips for Today

Social Security benefits can be a boost to post-retirement income, but they can also be challenging to navigate. When and how you claim Social Security benefits can significantly change the amount you receive. Add to that the employment uncertainty that many people near retirement are feeling today and Social Security decisions can become quite complex.

Read more

thumb

Careful Planning Can Help Manage Competing Financial Priorities

Does this sound familiar? You keep meaning to increase your retirement plan contribution, but there just seem to be too many other financial priorities that get in the way. Fortunately, with a little planning, you can develop a strategy to cover those expenses and help stay on track for retirement.

Read more

thumb

Beyond Medicare – How to Fund Health Care Costs in Retirement

As retirement draws closer, many of us cling to a false sense of security that Medicare will cover all of our health care costs. Once we hit 65, it’s all taken care of and we don’t have anything to worry about, right? Wrong. While it’s true that beginning at age 65 most Americans become Medicare…

Read more

thumb

So You Want to Retire Early? What You Can Do Now to Prepare

You’ve done your time. You’ve had a long (and hopefully rewarding) career and are ready to ease into retirement. There’s one problem. You’re not quite officially retirement age yet. You have a few years (maybe more) until you reach age 62 and can start receiving Social Security. And a few more years still until you…

Read more

thumb

Consider the “Why” When Gifting Assets

When it comes to gifting assets and passing down an inheritance, too often we fixate on the “how,” but don’t consider the “why”. In other words, although the mechanics of making gifts and transferring assets are important, such setting up irrevocable trusts or net gifts and bargain sales, so too is identifying the greater purpose…

Read more