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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For Love and Money: How to Keep Your Relationship Free from Financial Stress
Has money ever caused a rift in your relationship? If so, you’re definitely not alone. According to an annual study by Fidelity Investments (who coincidentally has a very “punny” name when it comes to this […]
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Top 3 Challenges of a Fixed Income for Retirees
In retirement, your only real challenge should be choosing between what umbrella drink you want or what trip to take next. (Pina colada and Bermuda being the obvious answers.) But in between all the relaxing […]
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