Tips for Income Stability in Retirement

Tips for Income Stability in Retirement

Are you ready for retirement? If you’re concerned that you’re not fully prepared, you’re not alone. According to a recent study from Gallup, more than half of Americans are worried they won’t have enough money in retirement. In fact, retirement has been America’s top...
3 Tax Tips for Your Retirement

3 Tax Tips for Your Retirement

Are you approaching retirement? If so, you may be planning your expenses and developing a strategy to fund them. There are your normal bills and lifestyle costs. In addition, you may face substantial healthcare costs in retirement. Family support could also be a major...
Do You Have a Financial Review Checklist?

Do You Have a Financial Review Checklist?

It’s a new year, which means for many people that it’s time to reassess their life and set new goals. Health and fitness goals are popular this time of year, as many people resolve to eat healthier or exercise more frequently. Others may focus on their education or...
How to Boost Your Retirement Savings in 2018

How to Boost Your Retirement Savings in 2018

Worried that you’re behind on your retirement savings? You’re not alone. According to a study from Gallup, more than half of Americans are worried that they won’t have enough money to fund their retirement. In fact, Gallup has conducted a study on Americans’ top...
Do You Want to Leave Assets to Charity?

Do You Want to Leave Assets to Charity?

Are you in the process of developing your legacy plan? Do you want to leave assets to a favorite charity? While you may wish to leave a substantial portion of your estate to loved ones, it’s common for individuals to also include charities among their heirs. The...
How Will You Pay for Long-Term Care?

How Will You Pay for Long-Term Care?

Men will need care for an average of 2.2 years, while women will need it for an average of 3.7 years.2 As you might imagine, long-term care, whether provided in the home or in a facility, can be expensive, especially if it’s provided over several years. It may not be...
3 Common Questions About Living Trusts

3 Common Questions About Living Trusts

For many, the estate planning process starts with the creation of a will. Your will is the most basic element of your estate plan. It provides guidance on who should inherit your estate and who should take over as guardian of your minor children. Without a will, your...

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