9 12, 2019

Reminder: Don’t Forget to Take RMDs by December 31st

Tax-advantaged retirement accounts like traditional 401(k)s and IRAs offer many advantages, but some of these don’t last forever. The government eventually reaps the reward of years of tax-free compounded interest by forcing you to withdraw funds from your own retirement accounts and inherited accounts. So if you have a retirement account, be prepared for your [...]

6 12, 2019

What is Hygge and How Can It Help You Survive Winter?

Hygge, pronounced “hoo-ga” isn’t a new brand of almond milk or a type of yoga, it’s a Danish lifestyle practice aimed coziness, contentment, and well-being. If moving to a warmer climate isn’t part of your desired retirement lifestyle, or you’ll be making a trip up north, there are ways to love winter. Even in a [...]

2 12, 2019

Strategies to Help Reduce Your 2019 Tax Bill

Your holiday season might be full of social plans, shopping, and traveling, but it’s important to take time to make important financial decisions before the end of year. Even though April 15th seems far away, the decisions you make now can potentially affect your 2019 tax situation. There are strategies to help reduce your 2019 [...]

30 11, 2019

3 Tips for Caregivers: Don’t Forget to Take Care of Yourself

If you’re in your 50’s, 60’s, or 70’s, you probably watched your parents age and maybe took on caregiving responsibilities. In fact, about 34 million U.S. adults provide unpaid care to an adult over the age of 50, usually a parent.[1] Whether you’re working full-time, part-time, or are retired, this can be time consuming and [...]

22 11, 2019

How to Avoid Boredom During Thanksgiving Dinner: A Comprehensive Guide

Everyone loves every single one of their relatives and loves spending time with them during stressful holidays. But sometimes things can simply be too amiable – and frankly boring, at Thanksgiving dinner. Luckily, there are so many controversial things going on in America and the world that there is plenty of fodder for spirited debate! [...]

15 11, 2019

Keeping Your Brain Sharp in Retirement

Retirement planning forces us to make many decisions, as well as calculations. And while a professional can help you with those, it can also help to sharpen up your math skills. Calculating percentages and interest rates off the cuff this isn’t difficult, but it can be intimidating without pen and paper. After all, you haven’t [...]

11 11, 2019

4 Reasons to Plan for Long-Term Care Costs

There’s a 70% Chance You’ll Need Long-Term Care We can all celebrate an increasing life expectancy as we look forward to our golden years. In 1950 the life expectancy for American men was 65.6, and for American women was 71.[1] Now it’s 76.3 for men and 81.4 for women. Of course, many people live to be older [...]