12/27/2024
offer more benefits than you might think. Let’s explore how they could fit into your plan. 🔍
Five Things About Annuities That May Surprise You
They're more varied, flexible and cost-effective than most people think, so don't let their complexity scare you off.
12/18/2024
Over 35% of workers think they’ll need $1M+ to comfortably. Is your plan on track? Let’s review your goals.
49% of workers think they can meet their retirement goals — 35% say they will need over $1 million to retire comfortably
More than one-third of workers believe they will need more than $1 million to retire comfortably, according to a recent report.
12/13/2024
Wondering when is necessary? It’s important at every stage of life. Let’s discuss your coverage needs. 🛡️
When Should You Get Life Insurance? Factors by Age
You can consider buying life insurance at any age, especially if you have loved ones who are dependent on you and could inherit your debt.
12/06/2024
women believe they’ll need $2M to retire comfortably. Are you on track? Let’s plan for your future!
Gen X women believe they will need $2M to retire comfortably
With retirement dreams on the horizon, Gen X women on average believe they will need more than $2 million to retire comfortably, more than any other generation of women.
11/27/2024
Boosting your benefits can make a big difference in retirement. Let’s maximize your benefits together!
You can't control how Social Security is calculated, but you can boost your benefits
Once you know how the government calculates Social Security, it's easy to spot ways to maximize your checks.
11/14/2024
Many retirees overlook key expenses. Don’t let surprises derail your ! Let’s prepare for the unexpected. ⚠️
Retirees commonly fail to calculate costs of being who they ‘want to be in retirement’: Expert
Investopedia Editor-in-Chief Caleb Silver joins Yahoo Finance Live to discuss what workers should expect if they plan to retire within the next five years, what to consider and plan for, and balancing their personal budges.
11/07/2024
Medicare is underway! Make sure you’re making the best choices for your healthcare.✅
How to make smart Medicare Open Enrollment choices for 2025
“It's going to be challenging,” says expert Philip Moeller, who urges people to take their time.
10/31/2024
Planning for while supporting your children can be tough. Let’s find the right balance for your financial future. 👨👩👧👦
Balancing Investing In Your Children Vs Retirement | Bankrate
As college tuition soars, parents are caught in a balancing act: How to save for their child’s education and their own retirement at the same time.
10/16/2024
Are you prepared for the you’ll pay in retirement? Let’s explore ways to reduce your tax burden.
Estimating Your Taxes in Retirement
Do you have to pay taxes in retirement? Use this guide to determine how different types of retirement income are taxed so you can plan accordingly.
10/09/2024
premiums for 2025 may affect your retirement budget. Let’s talk about how IRMAA could impact your costs. 🏥
Medicare Premiums 2025: Projected IRMAA for Parts B and D
Will your monthly Medicare premiums increase next year? It depends.