Near or Far
It isn’t always easy to save for retirement, in part because, for many people, it is far enough away that we don’t feel any sense of urgency. One possible solution?
March 23, 2025
News & Updates
Married Couples and Social Security
We were recently asked a question that led us to believe this week’s topic might be useful to many of you. While most of us are aware of how Social
March 14, 2025
Last Week
Last week, we spoke about RMDs and we were then asked to take it a step further and talk about the issue of leaving an IRA to beneficiaries once you
March 2, 2025
RMDs
For many investors entering their 70s, diligently contributing to and saving in tax-deferred retirement accounts must soon turn to making mandatory annual withdrawals. That’s because the government requires retirees to
February 21, 2025
Lifespan Variation
An interesting study performed by the Center for Retirement Research at Boston College delved into the concept of lifespan variation, and why it provides valuable information about mortality beyond life
February 18, 2025
Five Easy Steps For Financial Fitness
Are you the kind of person who likes to make lists? You might see the use in this list of “five easy steps for financial fitness.” #1 Create a budget;
February 10, 2025
Where did I put it?
All too often when we need to find an important financial document we can’t remember where we put it. Keeping important documents up to date and accessible is essential. Even
February 2, 2025
Nickle-and-Dimed
No, you’re probably not imagining it. 69% percent of Americans surveyed by Lending Tree in 2023 reported they’d paid an extra fee when using a credit card for a purchase.
January 25, 2025
Pre-Retirement Syndrome
Have you heard this phrase? It is often used to refer to the anxiety and stress that people feel in the years leading up to retirement. While it is common
January 11, 2025
Resolution Fatigue
At this time of year there tends to be discussion about what our New Year’s resolution will be. Researchers suggest that only 9% of Americans that make resolutions complete them.
January 4, 2025
Risk/Reward
It is important to think about your risk/reward ratio tolerance–terms like “conservative” and “risky” can mean different things to different people which is why it is necessary to think it
December 22, 2024
Are You Maximized?
As year-end approaches, it might be a good time to reflect on if you are allocating funds to be sure to maximize your contributions to tax advantaged accounts. If you
December 7, 2024
