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Have You Factored Your Pet into Your Estate Planning?

Have You Factored Your Pet into Your Estate Planning?

Most retirees have a will or living trust in place to ensure that loved ones are provided for when the time comes. But have you included your pet in y...

Should You Worry About How Inflation Will Affect Your Retirement Planning?

The recent rise in inflation has been impossible to miss. Food costs keep going up, the housing market is red-hot, and gas prices are high, even by su...

Are Investment Trends Like Crypto and Clean Energy Good for Your Retirement Plan?

Unless you've been living under a rock, you've probably heard of Bitcoin. You may have noticed that the real estate market keeps getting hotter. And y...

How to Exit a Timeshare Property Without Blowing Your Retirement Savings

From a beach house in Mexico to a resort in the Florida Keys or remote luxury cabin in Alaska, timeshares are popular among the retired crowd. People ...

Investing a Lump Sum for Retirement - What to Do and Pitfalls to Avoid

Receiving a lump sum of money can be a life-changing event. Whether from selling your home for a profit, cashing out a major equity investment, or col...

National Family Reunion Month - Time to Discuss your Retirement Plans with Family?

As the summer heats up and masks come off, Americans are getting back out there. Whether it’s a camping trip, beach vacation, or bringing everyone tog...

Can (and Should) Couples Keep Their Finances Separate in Retirement?

Many married couples enjoy having financial independence throughout their working lives. Some maintain separate bank accounts for decades without a hi...

Pinpoint your Passions - Opportunities for Volunteering in Retirement

One way you can enrich your life in retirement is by volunteering. The time you spend can have a lasting impact on the community - and if you find the...

Retiring with Pride – How LGBTQ Retirement Planning is Unique

It’s Pride Month again, showing us that love really does win! In recent decades we’ve seen plenty of progress for LGBTQ rights, especially in terms of...

How to Tell if Your Advisor is a Fiduciary (and Why it Matters)

Working with a financial advisor can be scary. Many people have been burned in the past or heard horror stories from friends. Whether it's brokers sel...

Secrets to a Happy Retirement - What Will Enrich Your Life in Retirement and What Will Hinder it?

Retirement planning is about saving, there’s no denying it. Preparing for your post-work life involves creating an investment plan, minimizing taxes, ...

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