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The New Coronavirus Stimulus Bill Passed - Here’s What it Means for Your Retirement Planning

The New Coronavirus Stimulus Bill Passed - Here’s What it Means for Your Retirement Planning

If you’ve been waiting for an update on the coronavirus relief bill, you’re not alone. After months of negotiations, the long-awaited “Coronavirus Sti...

End of Year Reflections and New Year’s Resolutions: Goal Setting for 2021

Every December, thousands of people—maybe even you—choose a list of resolutions for the new year. Countless others name an annual “word of the year” t...

5 Conversations You Need To Have With Your Partner Before Retirement

Entering into retirement comes with lots of hopes, dreams, emotions, and expectations. Unless you talk with your partner, you may be surprised to find...

How Rebalancing Investment Portfolios Manages Risk, Especially in Retirement

Creating a low-cost globally diversified portfolio is an optimal way to make sure your investments are working efficiently, something Wealth Legacy In...

Long-Distance Caregiving: Caring for Aging Family Members During a Pandemic

COVID-19 has made caregiving for the elderly more complex. Even during a pandemic, people’s need for care doesn’t stop, but caregivers (especially lon...

Are You Covered? What Retirees Need to Know About Homeowners Insurance

If an unexpected storm blew through your home today, would you be covered for the damages? Or would you need to tap into your emergency fund? 

What Retirees Need to Know About Required Minimum Distributions

When it comes to retirement planning, many of us tend to think more about the saving part. You work hard to build up a nest egg that will carry you th...

Summer’s Tax Day - Income Tax Filing Tips for 2020 and Beyond

As we roll into summer, many retirees are thinking about getting some vitamin D and what family vacations look like during a global pandemic. Unfortun...

7 Common Questions Retirees Ask About Social Security Benefits

The Social Security program is well-known but not always well-understood. Indeed, “America’s pension plan” has evolved over the years, therefore it ma...

A Big Picture View for Retirement: Benefits of Long-Term Financial Planning

  Many people who are planning for retirement choose to use a fee-only advisor because there is more transparency, no hidden fees, and less chance of ...

Protect Your Retirement Savings with an Emergency Preparedness Plan

If 2020 has taught us anything so far, it’s that life is unpredictable. Natural disasters, disease outbreaks, and other emergencies can⁠—and do⁠—happe...

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