NEWS & INSIGHTS
The true meaning of financial independence is different for everyone. For some people, financial independence is the ability to buy a house, or to support oneself in retirement. For others, it’s the ability to transfer...
If there’s one thing that could derail a successful retirement, it’s the unplanned need for advanced medical care. This can result from injury, disease, handicap, dementia, or overall decline. Without a proper plan, a...
As a woman, you might find yourself so committed to those you care about, your career, or other life obligations, that you don’t take the time to look out for your own best interests. When it comes to retirement...
The transition into retirement brings a number of options about lifestyle, relaxation, and enjoyment. It also requires decisions about how to supplement your income from your retirement savings, if needed. Here are a...
One of the most valuable self-employed savings vehicles is a solo 401(k), also known as an individual 401(k). This powerful retirement savings account allows flexibility and significant tax deferral opportunity, far...
As aging populations experience increased life expectancies, the prevalence of elder abuse is on the rise. Elder abuse can begin for adults as young as 60 years old. Common types include physical and emotional abuse,...
Do you have trouble envisioning your retirement? Are you realistic about both your current budget and future retirement expenses? Do you know where to start when it comes to saving for retirement? These are all classic...
Retirement marks the climax of your career and the beginning of a new chapter in your life. Making prudent wealth decisions over time helps to establish a solid foundation for your retirement. However, once the...
Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. A Roth 401(k) is simply a traditional 401(k) plan where contributions are not tax deductible, but have long-term tax...
One of the most frequent questions we receive from clients is “how much do I need to save for retirement?” The truth is, there is no one-size-fits-all answer to this question. Instead, we rely on specific personal...
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