Resources
The 2025 Tax Countdown: Preparing Before Key Tax Cuts Expire
As 2025 approaches, time is running short for taxpayers to take advantage of the favorable provisions from the Tax Cuts and Jobs Act (TCJA) before they’re set to expire at the end of next year. For retirees and pre-retirees, these changes could mean higher tax...
Navigating Retirement Planning with Adult Children: When & How to Offer Financial Guidance
For many retirees or those nearing retirement, the vision of the “empty nest” looks different than it did a generation ago. Today’s adult children often face unique financial challenges—rising housing costs, student loan burdens, delayed marriage, and unpredictable...
Effective Retirement Planning Amid Economic Uncertainty
Retirement planning is often described as a long-term journey—one that calls for patience, consistency, and adaptability. But even the most well-prepared retirees can find themselves uneasy when the economy becomes unpredictable. Inflation spikes, rising interest...
Downsizing Made Easy: Smart Housing for Retirement
Retirement isn’t just about how much you’ve saved—it’s also about how you choose to live. For many retirees, one of the most influential financial decisions may not be in the stock market, but in the home they live in. Housing expenses are often the single largest...
Discover Purpose and Income in Your Retirement
For decades, retirement was imagined as a time to step away from work entirely—travel, relax, and enjoy the fruits of years of labor. Today, the reality is more nuanced. Many retirees are embracing side hustles—part-time work, consulting, or passion projects that...
The Retirement Reset at 50: Course-Correcting Your Finances in the Final Stretch
Turning 50 can prompt reflection—both personally and financially. With retirement on the horizon, many people begin asking: “Am I really on track?” For some, the answer may be uncertain. Life events like prioritizing children’s education, managing a mortgage, or...
Retirement in the Gig Economy: Navigating Health, Income, and Benefits Without an Employer
The traditional model of retirement, built around employer pensions, group health benefits, and regular 401(k) contributions, is evolving. Today, more Americans are earning income through freelance work, contract gigs, rideshare driving, and other forms of...
Digital Legacy Planning: Protecting Your Accounts, Passwords, and Online Assets for Heirs
When most people think of estate planning, they consider wills, trusts, property deeds, financial accounts, and intellectual property. But in today’s digital world, that’s only part of the picture. From online banking and cloud storage to digital currencies and email,...
Bridging Retirement and Healthcare: Funding Long-Term Care Without Derailing Your Nest Egg
Retirement is often envisioned as a time of freedom—traveling, spending more time with family, and focusing on the activities they love. Yet one critical factor can alter these expectations: the rising cost of healthcare expenses, particularly long-term care services....
Managing Big Life Events in Retirement: Divorce, Remarriage, Relocation & Longevity Shocks
Retirement often marks a new beginning. For many, it’s the time to explore passions, prioritize well-being, and enjoy the fruits of a lifetime of planning. But life rarely moves in straight lines. Some of the biggest transitions—such as divorce, remarriage, moving to...