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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
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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

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

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

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

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

The last thing you need to worry about when you retire is losing your sense of purpose. Staying mentally and socially engaged matters more than most people expect. Health tends

Staggered retirements are more common than you might think, especially when couples are different ages. A two-phase retirement can affect both you when it comes to your savings and spending

If you are mulling over in your mind your list of tangible assets, savings accounts, and creating your will, you may be trying to determine that trifecta question of how

Our Clients have come to us asking why they are paying taxes on their Social Security income when they thought it would be tax-free. It isn’t just those that have

Because it’s tax time, our clients have been asking questions about how taxpayers ages 65 and older can make the most of the temporary $6,000 senior tax deduction that is

It is not surprising that people tend to compare their financial situation during retirement to others, because money is highly visible in life: through homes, cars, travel, and lifestyle. So

When you withdraw your first RMD may impact your taxes. You may wonder how that can happen, and with tax season approaching, we thought it best to draw your attention