4 Essential Items to Pack on Your Trip This Summer

If you’re traveling this summer, there are certain staples you can bring wherever you go. When packing for a trip, everyone immediately thinks of underwear and a toothbrush, but there are other essentials that don’t come to mind as easily. And even if you forgot those two things, you can buy a new toothbrush […]
3 Things to Know About Your 401(k)

We all know that a 401(k) is one of the most important retirement planning tools we have. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial discipline and contributes regularly. There are several important things to know about your 401(k), such […]
Financial Lessons from a Founding Father

America is taking another look at Alexander Hamilton thanks to the hit Broadway musical celebrating his role in shaping our nation. As the first Secretary of the Treasury, he created the first national bank, consolidated the new country’s war debts, and established federal credit. You could say he was America’s first Chief Financial Officer. He […]
3 Things to Know If You Don’t Want to Leave Your Retirement Income to Chance

If you’re nearing the end of a long career or have recently retired, you know something about what it takes to be successful. Luck can help, but hard work and proper planning are much more important. It’s the same with retirement. Deciding where your income will come from, working to help minimize your tax burden, […]
4 Fun and Affordable Retirement Activities

Entering retirement can mean a dramatic shift in lifestyle, but luckily there is plenty of time for new or old hobbies. Remember, you’re not just retiring from something, you’re retiring to something. The “what” is up to you, and there are many options other than expensive hobbies. Here are four fun and affordable retirement activities. […]
Tax Day Finally Arrives

The revised tax day date, July 15th, is upon us, and there are several important things to note, whether you’ve filed already or not. While our tax bill might only be at the forefront of our minds during one time of the year, the reality is that financial moves throughout the year can impact your […]
Preparing for Retirement Is Like Planning Your Summer

Summer is here, and whether you’re going to relax, visit friends, or take a trip, it’s important to consider how you will spend your time. As a kid, you probably looked forward to summer vacations where you had a break from responsibilities and your time was your own. Retirement is similar, except that it lasts […]
3 Things to Know About Covering Healthcare Costs In Retirement

Consider that the average 65-year-old couple retiring today will need an estimated $363,946 to cover their healthcare costs in retirement, and this does not include long-term care costs.[1] Many people assume that Medicare will cover all of their healthcare needs, but Medicare is neither free nor comprehensive healthcare coverage. There can potentially be many out-of-pocket […]
The Pursuit of Freedom and Happiness in Retirement

Happy 244th birthday, America! The holiday is enough reason to celebrate, but after months of quarantine, seeing loved ones and spending time outside in the warm weather is even more reason to celebrate. One of the best things about retirement is freedom – you can choose what to do with your time and where you’ll […]