Insights

Early retirement is a goal many of us may dream of—but before jumping out of the workforce head-first at 55, it may be prudent to weigh the pros and cons of doing so. Continue reading below for a brief and informative list of the benefits, consequences, and a satisfactory middle ground when …

Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if left unchecked, can result in financial shortfalls or a less enjoyable retirement. Let’s explore five common misconceptions and how to avoid them.

Life can be a rollercoaster, and the events that accompany it can have profound effects on our relationships, mood, psychological well-being, and—perhaps most confoundingly of all—our taxes. Follow along as we walk you through six common life events that will affect your tax situation and w …

The idea of long-term care can be scary for many Americans. As we get older, however, it’s an unwelcome necessity for many. The emotional and financial consequences can and may be devastating to those that require coverage and those around them.

It’s finally time for retirement, and the feelings you’re experiencing as you prepare for the transition can certainly be bittersweet. All your years of hard work have finally paid off and you’re able to relax – but what now? What do you do all day? How do you fill your time? Will your life …

As we near retirement, most people generally sign up for Medicare, a federal health insurance program for people ages 65 or older or younger people with disabilities. As you may have guessed, when you retire you lose access to an employer-sponsored health plan, meaning you’ll want to sign u …

Social Security benefits and calculating how much you’re going to receive can be difficult to understand at times, but they don’t need to be. For a concise and quick explanation of Social Security benefits, continue reading below.

Retiring can be scary. Without work, you won’t be getting that paycheck you’re used to anymore. That can cause some people stress. To compensate for this and to ease your qualms, consider creating and cultivating multiple passive streams of income.

The idea of budgeting in retirement can be frightening – what if you run out of money? This is a common fear that can be assuaged with a little work. For a short list of how to manage expenses in retirement, continue reading below.

Financial planning is important in all aspects of life, in the realms of both personal and business. But for small business owners, financial planning may look a little different from the traditional plans your financial advisor will draw up for your personal matters. Continue reading below …