Finance Tips and Hidden Costs For Snowbirds
Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.
Risk Management: Understanding Diversification
Understanding diversification is the first step in building a strong portfolio. Are you ready to weather the storm?
5 Financial Goals for the New Year
Start the year off right by getting started on these five top financial goals.
It's Time to Revisit Your Annual Financial Goals. How Did You Do?
This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year.
Wintering 101: Your Guide to Seasonal Living
If your clients want to escape the harsh winter weather, show them how with this article.
November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.
Medicare Open Enrollment Begins Oct. 15th. What Does That Mean For Me?
Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.
The 5 Best Athletic Competitions for Retirees
This article will share some athletic competitions for older adults, including retirees.
Understanding Social Security Benefit Taxation
This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability.
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.