What Is a Living Trust?
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
What To Know Before Retiring Early
Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.
Upsizing vs. Downsizing in Retirement
This blog discusses the benefits and considerations of both upsizing and downsizing in retirement.
5 Reasons Why You Might Retire Earlier than You Planned
Whether you’re starting a career or approaching the end, here are the reasons why you should strategize retiring earlier than you might plan.
Cost-Saving Strategies for Extended Care
Thinking about extended care can be challenging, especially when it comes to cost. Help your clients know their options to make this more affordable.
Preparing for a Single Retirement? 4 Tips for Women
Retirement planning is no easy feat and this is especially true for single women. These 4 tips will help you prepare so that you can have a stronger financial future.
January Is National Financial Wellness Month
January is Financial Wellness Month, a time to check-in with your financial strategy.
New Retirement Contribution Limits for 2023
The IRS has released record high contribution increase for 2023. This article details the changes.
5 Compelling Reasons to Consider Working in Retirement
Retirement is about enjoying your financial independence, but it doesn't mean you have to stop working. In fact, there are a few reasons why you may want to consider it.
Retirement Strategy: Preparing to Retire Early
Making the dream of early retirement a reality requires a particular strategy. What to think about when strategizing for early retirement.