Resource Center
The Best Way to Prepare for Health Care Costs in RetirementApril 27, 2022 - 3:43 pm
Benefits of Charitable Giving in RetirementApril 12, 2022 - 3:29 pm
Do You Pay Income Taxes in Retirement?March 30, 2022 - 4:04 pm
Alternative Healthcare Plans for the Pre-Medicare Age GroupSeptember 28, 2021 - 5:29 pm
The New World of Logging into ThingsJune 25, 2021 - 2:28 pm
Investing in Marijuana?June 25, 2021 - 2:26 pm
How the Money Supply Impacts the Broad Stock MarketsJune 25, 2021 - 2:24 pm
The Risk of Bonds for Near RetireesJune 25, 2021 - 2:21 pm
Taxes With Wealth Transfer?June 25, 2021 - 2:20 pm
Retirement Reality CheckJune 25, 2021 - 2:17 pm
Caregiver BurnoutJune 25, 2021 - 2:16 pm
Who Can Best Help You Purchase the Medicare Plan You Need?June 25, 2021 - 2:14 pm
The Best Way to Prepare for Health Care Costs in Retirement
3 MIN. READ Health care in retirement is a big expense, and it could cost you a large chunk of your retirement money. Smart planning for health care ahead of time will help you better prepare to handle these retirement expenses. Planning a budget for health care costs and enrolling in a health savings account […]
Benefits of Charitable Giving in Retirement
There are many people out there that are in a financial position to retire, but one thing is holding them back. It’s Health Insurance, especially if they are under the age of 65 when Medicare enters the equation.
Do You Pay Income Taxes in Retirement?
There are many people out there that are in a financial position to retire, but one thing is holding them back. It’s Health Insurance, especially if they are under the age of 65 when Medicare enters the equation.
Alternative Healthcare Plans for the Pre-Medicare Age Group
There are many people out there that are in a financial position to retire, but one thing is holding them back. It’s Health Insurance, especially if they are under the age of 65 when Medicare enters the equation.
The New World of Logging into Things
I started back in the 1990’s, like most of you, creating my own Ebay account, Hotmail account, and setting up a MySpace profile (before Facebook took over the world). In doing so, I was able to get the same username with just about all of the websites I joined or visited, but better yet, I […]
Investing in Marijuana?
I’ve been asked several times over the past few months about investing in marijuana stocks. That’s a hard question to answer as there are so many different types of companies involved in the “Pot” business. In 2020, there was an estimated $50 billion dollars in sales coming from the legalized sale of marijuana here in […]
How the Money Supply Impacts the Broad Stock Markets
The impact of this stimulus money raises a handful of questions. When all of this money is being created and thrust into the US economy, what is really happening with the US “money supply”? Is the Federal Reserve (the “Fed”) creating money out of thin air, or does all of these trillions of dollars really […]
The Risk of Bonds for Near Retirees
Over the past 10 years, we have seen historically low-interest rates which lead to lower returns with fixed income assets. This can create unique challenges as one approaches retirement and portfolios turn a bit more conservative as to not risk those retirement funds in the broad markets. Burdened by this fact, many people find themselves […]
Taxes With Wealth Transfer?
One of the biggest parts of estate planning is trying to figure out what is the best way to minimize taxes when assets are passed to your beneficiaries. To accomplish this, there are so many variables to consider, there is not just one answer or method to minimizing Uncle Sam’s cut. If you absolutely want […]
Retirement Reality Check
Allianz Life Insurance Company recently released their findings of a new online survey they conducted of over 1,000 people, 25 years or older, and meet certain income and investable asset requirements. The purpose of the study was to compare the differences between people’s perception of what they think their retirement will be and what it […]