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3 Tips for Your Retirement Health Care Funding Plan

What’s your plan to pay for out-of-pocket health care costs in retirement? While Medicare will cover many of your expenses, it doesn’t cover everything. You will likely face premiums, copays, deductibles and other costs. According to a study by Fidelity, the average...

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Work in Retirement: Why It Could Be Right for You

Retirement is supposed to be about leaving the working world and taking control of your schedule. You’re free from the constraints and restrictions of a work schedule, and you can do with your time as you please. Your new freedom may allow you to travel, pursue a new...

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Include These 3 Costs in Your Retirement Budget

A budget can be one of your most valuable financial tools as you plan your retirement. Your budget can help you plan your required income and make smart buying decisions. Unfortunately, most Americans don’t use a budget. According to a study from U.S. Bank, only 41...

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Tips for Leaving a Charitable Legacy

Are you in the process of developing your legacy plan? Do you want to leave assets to a favorite charity? While you may wish to leave a substantial portion of your estate to loved ones, it’s common for individuals to also include charities among their heirs. The...

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Help Your Adult Child Achieve Financial Independence

Every parent dreams of the day their child completes their education, launches their career and becomes an independent, self-sustaining adult. For many parents and children, though, that day never arrives. Numerous recent studies show that a large number of adult...

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How to Make a Smart Long-Term Care Insurance Buying Decision

Are you struggling with the decision of how to fund potential long-term care needs in retirement? You’re not alone. Millions of retirees require long-term care for a broad range of conditions such as Alzheimer’s, dementia and more. In fact, the U.S. Department of...

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