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

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...

Ready or Not: How to Know if You’re Prepared to Retire Full-Time

Retirement is a stage in life that we think about long in advance. Many of us have been planning and dreaming about it for decades. And, with the rece...

Why Estate Planning is Important And How to Get Started Now

While it’s natural in uncertain times to think more about “getting your ducks in a row”, if your retirement is fast approaching then estate planning i...

What Is a Reverse Mortgage and Why Retirees Should Try to Avoid One

If you’re a homeowner aged 62 or older, you’re eligible for a reverse mortgage. If you’re retired or approaching retirement, there are a variety of re...

3 Reasons to Embrace Retirement (And Start Planning For It Now)

For many people, retirement is a reward they’ve been looking forward to for decades. For others, it’s a scary prospect. Many of us derive our personal...

Changing Financial Advisors: How to Make the Switch

Your relationship with your financial advisor is an important one. The right fiduciary advisor will help you set healthy financial goals and develop a...

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