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
Are you worried about your parents as they age? Maybe you suspect they are becoming less capable of handling their finances independently? You’ve possibly even thought about saying something to them but are worried about how they will respond. If so, you aren’t alone. It’s
Are you getting ready to take a summer vacation? If you plan to travel, did you know you may not have the same health coverage while away? People enrolled in Medicare might want to take another look at their policy to ensure they’re still covered
In today’s ever-evolving world of technology, staying safe online can seem like a daunting task. We’ve gotten many questions recently about cybersecurity, and how clients and colleagues alike can protect themselves against fraud, identity theft, and phishing scams. We wanted to review three easy, actionable