Are Retirement Plan Contributions Tax-Deductible?

Retirement plans like 401(k)s and IRAs can be an easy and effective way to save for retirement. Many investors favor these accounts for their significant tax advantages, which can include pre-tax or tax-deductible contributions.

Are You Missing Out on Free Money? The Cost of Not Maximizing Your 401(k) Match

Every year, millions of Americans leave money on the table by not taking full advantage of their employer’s 401(k) match.

Your High-Income Years are Key to Retirement Planning, So Get Stubborn

If you’re between the ages of 35 and 55, it’s time to get stubborn. Not like a toddler or teenager trying to assert their independence, but more in the sense of being committed and unyielding as you work toward your financial goals.

Setting Yourself up for Long-Term Success in Retirement Planning

Retirement planning isn’t something most young adults think about. It often feels like a far-off concern, something to deal with much later in life after you’ve paid off student loans, bought a home or advanced in your career.

Understanding Long-Term Care Planning: What You Need to Know

As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term …

Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for th …

5 Reasons to Think About Long-Term Care Planning Today

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping prot …

5 Financial Considerations for Americans Thinking About Retiring Abroad

What do you think about when someone mentions the Cayman Islands? Do you think of the pristine white sandy beaches? The clear blue water? Fresh seafood? Snorkeling? While these may be on the top of most people’s mind, some may even consider it a great place to retire. 

8 Blunders to Avoid in Retirement

For many retirees, this momentous event creates apprehension and fear. But, it doesn’t have to be that way. With the proper planning strategy, you can move toward your future with certainty and excitement.   Download Guide

Is Social Security Going Belly Up?

As a financial planner, I frequently get asked if Social Security is running out of money. According to their own projections, the Social Security trust fund reserves is expected to be depleted by 2035. Whether you’re currently retired, nearing retirement or planning for a retirement in the …

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