Loss of Spouse Checklist: 10 Things to Do After Your Spouse Dies
Losing a spouse may be one of life’s most difficult and painful events. As many widows will tell you, there is no way to be truly prepared for it. The decisions you have to make […]
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Lucrative Investing Strategies in a Down Market
Stock market downturns are never welcomed, but they are inevitable. Even the most sophisticated investors can’t predict when they will occur or how long they will last. But, if there is any comfort to be […]
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Does a Living Trust Make Sense for You?
Regardless of its size, the goal of an estate plan is to facilitate the transfer of property and assets to your family with the least amount of cost and friction. As you work through the […]
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Nearing Medicare Eligibility? Beware of the IRMAA Tax Bump
Typically, the subject of Medicare doesn’t pop up on anyone’s radar until they’re near age 65. By then, they know they will be required to pay a baseline Medicare Part B premium ($177.10 in 2022). […]
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Tired of Retirement Already? 5 Tips for Staying Fulfilled When the Novelty Wears Off
You were so excited to retire. You did it all right and saved and planned and saved and planned. And you’ve taken full advantage so far. You’ve been on numerous cruises in the past few […]
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Understanding Market Volatility & Why It Isn’t Always Bad
Since the beginning of the pandemic, the stock market sure has given investors some reasons to feel concerned. It’s been a rollercoaster of ups and downs from the crash in March 2020 to the huge […]
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