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Social Security Myths to Watch Out For
If you’ve come across advice like “Social Security is going broke” or “you’re better off just waiting until 70 to claim,” you’re far from alone. These and other commonly repeated notions are persistent myths that can steer well-meaning savers off course. If you’ve heard or wondered about these myths before, it may be time to bring in a financial professional [...]
Gratitude, Goals, and the Golden Years: Planning Your Ideal Retirement Lifestyle This Thanksgiving
With Thanksgiving around the corner, the air feels crisp, the leaves are turning, and plans for the big meal are taking shape. Family and friends will be gathering together to share stories from the year and enjoy delicious food and each other’s company. It’s a season for connection — and also a good moment to pause and reflect on what [...]
What to Do with Your Inheritance
As Thanksgiving approaches, many of us take this time to reflect on what we're thankful for. For some, this season of gratitude may come with an added blessing—an inheritance from a loved one. But how do you make the most of such a meaningful gift? Receiving an inheritance often comes with it a mix of gratitude, responsibility, and uncertainty. It [...]
Planning Ahead: How to Help Reduce Future Tax Burdens for Your Loved Ones
You’ve worked hard to build your legacy—and chances are, you want the people and causes you care about to benefit from it as fully as possible. But when it comes to passing wealth from one generation to the next, taxes can sometimes take a bigger bite than expected. The good news? With proactive estate planning, you can often make thoughtful [...]
“You’ve Saved Enough—So Why Does Retirement Still Feel Uncertain?”
You’ve worked hard, made smart financial decisions, and built the savings you need for retirement. On paper, things look solid. But emotionally? You might still feel a little uneasy. So why do you feel a nagging sense of uncertainty? That uneasy feeling is more common than most people realize. It’s not necessarily about how much you’ve saved—it’s about knowing how [...]
The Role of a High-Yield Savings Account in Retirement
A high-yield savings account has long been a go-to tool for savers looking to earn a little extra interest on cash reserves while keeping funds accessible. But the role it plays can shift dramatically as you move from your working years into retirement. While higher interest rates compared to traditional savings accounts can make it attractive, it’s important to understand [...]
“How to Make $100K Work for You in Retirement”
Why Retirement Money Needs a Different Strategy One of the biggest shifts in retirement is this: money takes on a new purpose. During your working years, the goal was to grow your savings. Now, the question becomes, how do I use what I’ve saved to support my lifestyle, cover expenses, and help make it last? That’s why so many people [...]
When Should I Plan for Long‑Term Care?
While it’s not easy to think about, as we age, we may not always be able to manage everything on our own. When daily activities become too difficult, long-term care helps provide the assistance we may need with tasks such as bathing, dressing or eating. Though it isn’t covered by standard health insurance or Medicare, nearly 70% of Americans turning [...]
