News
Explore weekly updates that could help you feel more prepared for retirement.
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Jun22
Deciding Who Gets What
While estate planning typically focuses on the how–including tax strategies often involving trusts and wills–to whom can be just as complicated. We strive to help make it easier by laying out options you may have ...
Jun06
Pause
Bank scams are on the rise. There are five common tricks of fraudsters. Did you get a call, email or message saying there is an issue with your account and you need to move money ...
May29
Protect Yourself
Medicare provides foundational health coverage for retirees – but it comes with gaps, and there are no caps on out-of-pocket spending. That naturally leads seniors to search for answers to questions that arise. In doing ...
May22
When One Spouse Passes
When one spouse passes away, the surviving spouse’s social security benefit may change significantly, and many retirees are unaware that they generally do not continue receiving both monthly checks. In most cases, the surviving spouse ...
May15
Trust
Sometimes as we are in the midst of our retirement years, we need to have a serious heart-to-heart with our adult children. That conversation can often begin by explaining that not every decision you make ...
May08
Dependable, and Not Just For Retirement
A fixed index annuity can provide a dependable stream of income, which becomes especially valuable after a divorce when household finances are often disrupted. It offers protection of principal while still allowing for some growth, ...