News & Updates

Adjusting For 2022 Tax Rules

Soon it will be time to file your 2021 taxes. But did you realize that the 2022 tax rules will “differ substantially from 2021”?  Your tax brackets will be higher, and so will your standard

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Developing a Retirement Income Strategy

When building the foundation for your retirement income strategy, it’s important to consider ways to ensure your money lasts as long as you need it.  Speaking with us about the following six questions can be

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Are you Ready to Retire?

If you’re able to easily determine your own retirement date, be thankful that circumstances haven’t led to that date having to change. Also, be aware that determining when to retire isn’t a simple choice. Are

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Financial Independence, Retire Early

Do you know what FIRE is? FIRE, in financial terms, stands for “Financial Independence, Retire Early.” The goal of FIRE is to save or invest enough of your money that you can retire earlier than

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Financial Literacy

Many consumers have little understanding of the long-term problems that poor financial decisions can create. One of the key reasons that many Americans struggle with making the right decisions when saving and investing is a

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How Much is Enough?

Most Americans haven’t saved enough for retirement. A recent article on Yahoo Money states “1 in 4 have no retirement savings.”  Clearly $0 in retirement savings is not enough, so just how much is “enough”?

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The Psychology of Saving for Retirement

If you have ever wondered why saving for retirement feels so difficult, this week’s article may be helpful to you. The article explains, “Psychology is often just as important in personal finance as are the

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Independent Living

Sometimes when we think of our later years in retirement, we forget to reflect on what savings we will need beyond the monthly costs of healthcare, rent, food, etc. at an independent living facility. We

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Tips for Saving Money After Retirement

We thought to share this week’s article with you because it discusses 27 tips for saving money after retirement. It’s important to remember that “it’s never too late to save, even after retirement.” The author

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Capital Gains Taxes Explained

We’ve received calls asking to explain capital gains taxes so we thought this week’s article might be of interest. It tells us, “There are two categories of capital gains: short term (assets held for a

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Savings By Age

We enjoyed reading this week’s article because it provides useful information that applies to the different generations in any family. Saving money is an interesting conversation because while it usually involves the idea of needing

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Saving Vs. Spending

This week’s article asks the question, “When do you stop saving and start enjoying the fruits of your labor?” We could help you understand at what age you can start to transition from saver to

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We Have An Idea

This week’s article includes 4 ways for us to prepare and save enough to retire in 10 years. But we have the 5th idea, not mentioned in this article! As you accumulate savings meant to

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Eliminate the Guesswork

A survey released in 2019 found that 46% of Americans are guessing at how much money they need for retirement. With increasing life expectancies and financial uncertainties, guesswork is playing a big part in determining

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The Best Day to Start Saving

This week’s article tells us: “The best day to start saving is today, even if you can save only a little bit.” The math is very interesting and worth the read. The article explains, “If

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Rethinking Retirement Savings

We came across an article written in the Harvard Law Review and thought to share it with you all. This article discusses rethinking retirement savings and puts into context how much money we have in

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The Peak 65 Generation

The Alliance for Lifetime Income recently published a new economic report about the “Peak 65 Generation” you might be interested in. “Peak 65 is a term used to describe the point in time when more

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