Chances are, your retirement will look very different than your parents’ or grandparents’ retirements. First of all, many of us are living longer and can potentially expect a retirement that stretches 30 years or more….
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…
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…
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…
Retirement planning is something of a catch-22 – the further people are from it, the more they should be doing to prepare. People just starting out or in their mid-career, however, have many competing financial…
The most important things you pass on to your loved ones are memories and values. For everything else, you’ll need an estate plan. A plan helps transitions go faster, smoother and gives you more control….
