Are you nearing retirement and want to better understand whether you are financially ready? It’s a crucial question, especially if you want to retire earlier than the “standard” full retirement age of between 62-70. Understanding where you stand financially is the first step toward crafting
When navigating widowhood, thinking about your future financial well-being may be stressful. Even if you feel confident with the funds you currently have, or were left to you when your spouse passed away, you may still have many different questions keeping you up at night:
Widows have unique challenges and opportunities as they move towards and through retirement. Retirement is a difficult transition to navigate under the best of circumstances. When you add the emotional and financial pressure that widows face along with normal questions about creating cash flow during
Are you in the market for a second home? In recent years, we’ve seen an uptick in retirees who want to buy a second home to be near their out-of-state kids, or to vacation during this new chapter. Considering whether you are financially prepared to
If the stock market has taught us anything the past few years, it’s that the unexpected will inevitably come to fruition. With dramatic highs and lows throughout COVID, and sweeping changes to the tech industry and beyond in 2023, investors likely feel stressed out and
If you have term life insurance through your employer, that can be a great asset to you. However, it is worth considering that life insurance outside of your employer is equally significant and something you may want to explore. Read on to discover the advantages
Have you ever considered retiring early? Perhaps you have friends or colleagues that have done so, and you can’t help but feel that you would like to follow the same path. When it comes to an early retirement, there are a few key components. Here
As you may be aware, the U.S. government is again confronting the challenge of raising the debt ceiling. While this may create uncertainty in the markets, we want to assure you that our wealth management firm has successfully navigated similar situations and will continue to
In a recent study, it was found that 52% of young adults still lived with their parents. This is the highest percentage since the Great Depression. Even if your adult children don’t live with you currently, it’s safe to say that current sandwich generation parents
Do you ever feel like your money isn’t supporting the things you value the most? If you seem to have enough money but feel that your spending doesn’t give you a sense of fulfillment, then this could be the case. That’s because when we create