October 28, 2024 |
Blog
More than half of Americans in their 40s are part of the “sandwich generation” – that is, sandwiched between supporting an aging parent and still raising children under the age of 18 (or financially assisting an older child). …more
October 25, 2024 |
Blog
As you approach your 60s, a number of important questions begin to present themselves: When should I retire? How can I optimize my Social Security benefit? And, our focus today: when should I sign up for Medicare? Medicare…more
September 4, 2024 |
Blog
The average age of marriage is 32—of course, it’s not unusual to see people getting married for the first time in their 20s.1 Though every family is different, spouses tend to bring fewer financial assets and dependents (children…more
August 16, 2024 |
Blog
People often associate legacy planning with leaving an inheritance to their children and grandchildren. But direct financial gifts aside, there’s something just as valuable you can leave to your family—and that’s the gift of financial literacy. When you…more
July 26, 2024 |
Blog
Earning income in retirement looks much different than what you were used to during your working years. No longer will you be working in exchange for a paycheck each month, with taxes automatically withheld. Instead, your income will…more
April 27, 2023 |
Blog
If you’re in your 50s, chances are you’re on the home stretch of your working years and looking ahead to retirement. As you get closer to leaving the workforce, it’s a great time to take stock of your…more