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You have worked hard to build up your retirement savings, but you can’t keep retirement funds in your account indefinitely. However, thanks to the recent SECURE Act, if your 70th birthday is July 1, 2019 or later, you can delay taking...

Medicare Open Enrollment starts October 15, 2020 and if you’re new to Medicare or if you need to review and make changes, it’s time to talk with your financial professional to ensure your future medical needs will be covered....

Social Security (SS) faces a financial challenge from the impending retirement of the largest generation in American history, the 76 million people born in the “baby boom” years (1946 through 1964). These boomers began to hit...

For most families, navigating elder care decisions falls somewhere between adult siblings happily gathering together and planning for their parent’s future and siblings who barely speak making rash decisions in an effort to end a...

2020 came in like a hurricane and it’s still stirring up the landscape nine months later. Unemployment is at an all-time high and consumer spending at its lowest. Any changes from this year’s election won’t come in time to get your...

The elections are coming up fast and with the current state of the country, we can expect a lot of changes to take place soon after the election, regardless of the outcome. Many of these changes will impact you financially so you want...

With COVID-19 at the forefront of everyone’s mind, many who have been holding off on estate planning are now prompted to quickly finalize estate plans so they will have something in place should illness or worse come calling. Without...

For young couples just getting started, new commitments, such as buying your first home or having children, bring with them the responsibility of making sure your loved ones will be provided for financially. Life insurance can help...

If the fear of outliving your retirement savings really haunts you, then looking into income sources that will keep going as long as you do may not be such a bad idea. You can potentially alleviate this financial anxiety by considering...

Election years historically bring uncertainty to the stock market, and uncertainty often translates to economic volatility. While the changing of the guard will have an impact on your retirement, changes you make today can determine if...

Have you discovered the value of podcasts for financial insight? Gaining outside perspectives is a smart way to look at your financial future. There are podcasts for all ages, genres, and cultures and they can be fiction or nonfiction...

As we head into the second half of 2020, you may notice a change in the way investment plans are presented to you by your financial advisor. The SEC implemented a new ruling called Regulation Best Interest (REG BI) that is aimed at...

The Internal Revenue Service (IRS) announced it has expanded retirement fund withdrawal eligibility to "take into account additional factors such as reductions in pay, rescissions of a job offer, and delayed start dates." The updated...

Select premium credit cards often come with a concierge service benefit and most cardholders don’t know or don’t take advantage of the service. Much like having an assistant at the office, a concierge can do the legwork for your...

The impact of COVID-19 is colossal and everyone is feeling the impact. We all know someone who needs extra care during this pandemic. Do you have the financial resources and peace of mind in place to help? Perhaps you are a child...

Everyone ages and, as a result, they eventually need personal and medical care in a comfortable living environment. Seniors are tasked with deciding what their care will look like and where they want to wake up each morning. With...

For some, the onset of COVID-19 brought about a much-needed reprieve from the traditional Spring tax deadlines. The Internal Revenue Service (IRS) extended the deadline for all taxpayers to July 15, 2020. Anyone, including Americans...

These days women not only have to worry about balancing their duties as a family manager, but must focus on their own identity as financial contributors as well. Despite being great savers and increasingly influential in the workforce,...