News

Explore weekly updates that could help you feel more prepared for retirement.
  • All
  • Annuities
  • Medicare
  • Retirement
  • Social Security
  • Taxes/Tax Law
rmd

Making Your 2027 RMDs Easier Than Your 2026 RMDs

Required minimum distributions (RMDs) aren’t a problem for everyone. But if yours are likely to significantly increase your 2026 tax bill, you may be wondering how to keep that from happening year after year. Fortunately, ...
aging

Habits for Healthy Aging in Your 60s, 70s, and Beyond

Reaching your 60s, 70s, and beyond brings about noticeable changes to your body and mind. Although some changes are a normal part of aging, healthy habits can help reduce their negative impact and support physical ...
Longevity

Are You Prepared to Live Long in Retirement? 

Retirement is changing in a significant way: People are living longer. Thanks largely to advances in medicine and improved living standards, life expectancy has risen dramatically over the past century. In the United States alone, ...
Blog

Is $1 Million Enough For Retirement?

For years, $1 million has been viewed as a benchmark for a comfortable retirement. But the truth is, there is no universal savings target. Whether $1 million is enough depends on many factors, such as ...
assets

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 ...
Scroll to Top