by Staff | Mar 10, 2025 | Blog
Retirement is meant to be a relaxing, enjoyable season of life in which you can kick your feet up and enjoy the fruits of your labor. However, many retirees have accumulated plenty of savings but are so afraid of outliving them that they overcorrect into frugality. In...
by Staff | Oct 14, 2024 | Blog
Over the years, many wise people have said that “cash is king”. The phrase refers to the concept that money (cash) is more valuable than any other type of financial tool, such as stocks or bonds. Having liquid funds available can be vital because of the flexibility it...
by Staff | Aug 12, 2024 | Blog
Retirement is an exciting chapter in life. After decades of hard work, you finally get to relax and enjoy your time. However, to truly make the most of your retirement, it’s crucial to navigate your options carefully, especially when it comes to taxes. Making...
by Staff | Jul 17, 2024 | Blog
Key Takeaways: Create a budget, maintain an emergency fund, and diversify income sources (Social Security, pensions, savings, investments, and annuities) to ensure financial stability and a stress-free retirement. Plan for health care by understanding Medicare,...
by Staff | Apr 22, 2024 | Blog
As you approach the Golden years, it is important to prioritize your efforts to untax retirement income and reduce future Medicare surcharges. IRMAA, (income-related monthly adjustment amount) is a fee you pay on top of your Medicare Part B and Part D premiums, if you...
