If you dream of living abroad, retirement may be the best time. Over half a million Americans living outside the US receive some Social Security, and that number is...
More Americans are retiring earlier than you might think Planning for retirement is without a doubt a long-term project that takes years of saving and adjusting to prepare for...
We get a lot of questions about investments, especially retirement plans. While everyone has different needs and goals, here are a few common questions we receive, and some basics...
If you’re one of the approximately 70 million retired Americans collecting Social Security benefits, you’ll see an 8.7% Cost-of-Living Adjustment (COLA) increase in 2023. Supplemental Security Income (SSI) beneficiaries...
The 2023 Medicare premiums, deductibles, and coinsurance amounts were released at the end of September, and for the first time in several years, some premiums are lower. Open enrollment...
There was a time when old retirement planning models like “the 70 percent rule” were more common. This rule stated that a retiree only needed 70% of their pre-retirement...
Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is...
As a young parent looking to the future, you may be faced with a daunting choice: do you save earnestly to secure your retirement, or save to fund your...
Annuities have provided retirees with a safe and secure retirement solution for generations. Deferred annuities have been a solid way to accumulate retirement assets on a tax deferred basis,...
When most people think about life insurance, it is something to be purchased when we’re young with financial responsibilities and dependents to protect. Any discussion about purchasing life insurance...