Blog and Newsletters
Are You Thinking About Buying a Second Home?
A home is one of the most significant purchases you’ve made in your lifetime, so you should take your time when thinking about buying a second one. The ability to rent the house, how you will use it, and its…
Read MoreThe Rising Cost of Healthcare in Retirement
We know life is like a box of chocolates – but what about retirement? Do you really know what it holds, or how much it will cost? It’s easy to budget based on your current lifestyle, but what about anticipating…
Read MoreEstate Planning for Your Loved Ones
An estate plan is like a car; it requires regular maintenance and may need parts replaced as it ages. Some experts recommend reviewing your estate plan every three years, or after a major life event. You may need to update…
Read MoreDon’t forget about Your Old 401(k)s
Do you have multiple 401(k)s? If you left your money in a former employer’s 401(k), you may want to reconsider as you near retirement. According to the Bureau of Labor Statics[1], Baby Boomers have held an average of 12 jobs…
Read MoreAging in Place
Many homeowners age 50 and older say that they want to “age in place,” but the reality is that many homes were not built to accommodate the needs of older people. If you want to remain in your house during…
Read MoreTravel in Retirement Without Overspending
So you want to become a world traveler in retirement, but you’re also a responsible person who knows they need to support themselves for the next 30 years. You can take advantage of your newfound free time in retirement and…
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