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Financial Advisors

Financially Savvy Gifts for Friends and Family

December 18, 2020

You can get away with handing out cards drawn with colorful crayons as your go-to gift when you’re young, but when you get older your shopping list grows. As we age, we have more and more relatives and friends that…

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Financial Advisors

Don’t Miss These End of Year Healthcare Deadlines

December 14, 2020

An average 65-year-old couple retiring today will need an estimated $285,000 to cover their healthcare costs.[1] This doesn’t even include long-term care costs, which can run as high as $253 per day on average for a private room in a…

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Financial Advisors

What is Hygge and How Can It Help You Survive Winter?

December 11, 2020

Hygge (pronounced “hoo-ga”) isn’t a new brand of almond milk or a type of yoga; it’s a Danish lifestyle practice aimed at coziness, contentment, and well-being. If moving to a warmer climate isn’t part of your desired retirement lifestyle, or you’ll…

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Financial Advisors

4 Things You Can Do By the End of the Year to Help Lower Your 2020 Tax Bill

December 7, 2020

Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. It’s a busy time of year when finances can take a back seat, but don’t…

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Financial Advisors

Transitioning Into Retirement Is No Small Task

December 4, 2020

Even though most people look forward to retirement, some forget that losing the structured routines, sense of purpose, and social interactions that work brings can lead to a difficult transition from working to retirement. Recently, a professor at Harvard Business…

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Financial Advisors

Note These 3 Retirement Risks

November 30, 2020

Imagine you’ve saved your target amount for retirement and are on track to receive your optimal Social Security benefit. Many think these are the only things to take care of, but retirement planning consists of much more. It’s also crucial…

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