10 Money-Saving Tips for Planning Your Next Vacation

Vacation travel is on the rise, but so are travel costs. Increasing demand is driving up gas prices, hotel, and airline costs, making planning the perfect vacation challenging for most people. However, with some thoughtful planning using these cost-saving tips, you can stretch your travel bucks a lot further on a memorable vacation. Set […]
How Long Will $1M Last in Retirement?

Back in the day, $1 million dollars used to sound like enough to retire on. In fact, over time, this number became a popularized ideal in mainstream culture as the target number to hit. While targeting $1 million to retire comfortably might sound like enough for some folks who have a healthy social security benefit […]
Top # Medicare Planning Mistakes and How to Avoid Them: A Guide for High-Net-Worth Clients

Linda had always been the picture of health. She ate well, exercised regularly, and never had any major health issues. So when she retired at the age of 65, she didn’t think much about long-term care. After all, why would she need it? For the first few years of retirement, Linda enjoyed traveling, spending […]
The Pros and Cons of Retiring at Different Ages

While retirement sounds like an absolute dream, getting there can often feel a little stressful. Are you saving enough? How much do you really need? Will the market be favorable when you do? And, the big one: When can you actually retire? Narrowing down the best time, or really the best age, for you […]
How to Test Run Your Retirement Plan (for Greater Success and Fulfillment Later in Life)

Sometimes long vacations can seem like a test run for retirement. Long walks on the beach. Endless rounds of golf. All the umbrella drinks you want. But there’s more to retirement than just all the cliches of tropical relaxation. You are going to have plenty of regular days at home. But what will those […]
How to Take Advantage of the Inflation Reduction Act

Have you considered switching to a more energy-efficient vehicle or perhaps adding solar panels to your home? How about a new water heater? With inflation on the rise, you may have been holding off on some of these larger purchases, but the government incentives passed with the Inflation Reduction Act may just cause you to […]
Messenger RNA Technology a Silver Lining

Many of us have been in lockdown for more than a year. We’ve canceled vacations, restaurant visits, and in-person schooling. More than 500,000 of our loved ones across the country have passed away. Is there a COVID pandemic silver lining? It turns out there is. The messenger RNA immunization technology developed for the Moderna and […]
How Pent Up Demand Could Fuel Economic Recovery

With major league baseball’s spring training just around the corner, you may already be daydreaming about the smell of cut grass and roasted peanuts, hearing the crack of the bat and the roar of the crowd — just to feel normal again. If so, you are not alone — not among fellow Americans weary […]
6 Tips for Safe Online Holiday Shopping

This year many people will be shopping online instead of going to brick and mortar stores. It’s the physically safer way to prepare for the holidays. However, given that so many people will be online, it’s a safe bet that criminals and scammers will also be out in force. Stay cyber safe online with these […]
Prevent Social Media Overwhelm

It’s easy to get lost in the rabbit hole of social media. Especially when we’re still practicing social distancing and businesses aren’t all open yet. You think you’re going to get caught up with some friends from high school. Next thing you know, you’re arguing about what kind of potato you are two hours later. […]