July 2020
Tax Day Finally Arrives
The revised tax day date, July 15th, is upon us, and there are several important things to note, whether you’ve filed already or not. While our tax bill might only [...]
Preparing for Retirement Is Like Planning Your Summer
Summer is here, and whether you’re going to relax, visit friends, or take a trip, it’s important to consider how you will spend your time. As a kid, you probably [...]
3 Things to Know About Covering Healthcare Costs In Retirement
Consider that the average 65-year-old couple retiring today will need an estimated $363,946 to cover their healthcare costs in retirement, and this does not include long-term care costs.[1] Many people [...]
The Pursuit of Freedom and Happiness in Retirement
Happy 244th birthday, America! The holiday is enough reason to celebrate, but after months of quarantine, seeing loved ones and spending time outside in the warm weather is even more [...]
June 2020
3 Things to Know If You Plan on a Late Retirement
Retirement isn’t what it used to be: It’s typically longer and more active. Not everyone’s retirement will look the same, and not everyone’s has to. Maybe you’ll transition to part-time [...]
What to Know Before Returning to Normal
The good news is that you survived the worst of the coronavirus pandemic, and the bad news is that it’s not quite over yet. For those who are returning to [...]