5 Tips for Choosing the Right Health Insurance Plan During Open Enrollment (Medicare)
The complex Medicare landscape makes enrollment a daunting process. There are so many options to consider, each with its own medical and financial implications. Whether you’re new, or reassessing a current plan, the Open Enrollment […]
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Case Studies: Real-Life, Pre-Retirement Debt Payoff Success
Managing debt as we near retirement is a great way to free up cash flow and offer peace of mind. It’s a relief to know your investments and assets have increased financial security as you […]
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The Key to a Fulfilling Retirement: It’s All About Connection
In 1938, an ambitious project began at Harvard University. Researchers aimed to answer a straightforward yet elusive question: What truly brings happiness in life? Their study spanned an impressive 85 years, collecting insights from 724 […]
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Let the Tax Tail Guide, Not Govern, the Investment Dog: Balancing Investment Strategies and Tax Considerations for the Savvy Retiree
As we approach the latter part of the year, it’s essential to focus on the coming tax season and how the changing tax landscape might affect our financial decisions. This year, President Biden’s budget for […]
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Understanding Medicare: What it Covers, What it Doesn’t, and the Health Insurance Options Available to You in Retirement
Retirement—that thing you’ve diligently worked towards—is now right around the corner. You’ve worked hard, saved, and now you’re looking at your healthcare options. Suddenly, you’re facing a new financial maze: Medicare. Stay focused, and let’s […]
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Why and How to Map Out What Your Life Will Look Like in Retirement
Retirement—the golden phase in one’s life when the hustle and commitments take a back seat, and well-earned rest and leisure time take the wheel. However, retirement isn’t just an extended vacation; it’s a significant life […]
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How Long Does Your Money Need to Last in Retirement?
Planning for retirement can often feel like trying to hit a moving target. It’s an endeavor rife with variables, each with a degree of uncertainty. You’ll need to account for fluctuating markets, evolving personal goals, […]
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How to Make Sure you Don’t Run Out of Money: Retiring in a Down Market
As a seasoned financial advisor, I’ve seen it all: the triumphs, the trials, and most importantly, the worries that keep retirees awake at night. High on that list is the fear of running out of […]
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How to Maximize Your Retirement Income for Greater Freedom & Flexibility in Your Golden Years
You’ve tied up all the loose ends before walking out the door on your last day, the farewell office party’s over, and the future stretches out like an endless vacation…you’re finally on the brink of […]
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Tax-Smart Investing: How to Minimize Taxes on Your Investments
For high-income earners, taxes can seem like a constant drain on their hard-earned investment returns. However, with the right strategies, you can minimize your tax burden and keep more of your money working for you. […]
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