After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic…
Advice For Life
New Distribution Period Tables
As much as you would like to, you can’t keep your money in your retirement account forever.
How to Make Your Empty Nest Time a Prime Time in Your Life
An empty nest fills some parents with sadness and loneliness.
How to Ensure Your Life Wishes Are Addressed Through Effective Estate Planning
Planning for a nest egg that will keep you independent and fulfilled when you stop working?
Phasing into Retirement
There are many reasons why people who could retire are hesitant to do so.
Giving – Doing Good Without Disrupting Your Financial Plan
Many studies have shown that charitable giving provides greater happiness than buying more stuff.
Enjoying the Holidays During a Pandemic
At the time of year when we want to be closest to our loved ones, Covid-19 is still making it difficult to spend time together.
How Medigap Choices Have Changed
As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might not be sold after 2020 and Medigap Plan G will be undergoing some changes.
Next Steps When You Are Concerned About An Aging Parent
As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning.
Everyday Learning
It’s never been easier for adults to continue to learn after completing their formal education. Online universities, TED talks, “master classes,” podcasts…