Rachell Roach, Financial Advisor with Eagle Strategies LLC

Medical care costs are an important part of retirement planning. Even with Medicare, out-of-pocket expenses can add up over time.

As people age, healthcare needs often become more frequent and less predictable, which can create ongoing financial pressure. Planning for these costs can help you feel more prepared for the years ahead.

Let’s talk about how healthcare expenses fit into your overall retirement strategy.

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Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4wrEGX2
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

Millions of people are aging alone now: what living single means for retirement taxes.

Millions of People Are Aging Alone: What Living Single Means for Retirement Taxes Some core tax strategies look different when you're living single and planning for one.

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Don't rely on AI for personal finance advice, study finds Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.

Gen Z Is 3 Times More Likely To Have Made This Financial Move Compared To Baby Boomers

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to build education funds for future generations.

Grandparents are using 529 plans to help grandkids pay for college — and one rule change made it easier The little-known update is assisting families in making the right plans for college, and helping savings go further.

What's the best piece of information about money you wish someone had shared with you after graduating from college or high school?

Kids and Money: Money advice for graduates What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question I put to a diverse group of financial experts and financial education advocates – asking them to pass along their answers to this spring....