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...
How to Make a Last-Minute IRA Contribution for the 2022 Tax Year
It's a new year, and the book has closed on 2022. But, those still looking for a way to reduce their 2022 tax bill and accelerate their retirement savings have a planning opportunity available, which is to make an individual retirement account (IRA) contribution...
Didn’t Prepare for Your Taxes Very Well Last Year? Here’s What to Do Now
Taxes are no fun. In fact, they might join root canals at the top of the list of “least favorite things to do with your time,” which is why many folks tend to wait until the last minute to deal with tax-prep related responsibilities. While it feels great just...
Beyond the 401K: Where High Earners Should Invest to Save for Retirement
At the heart of it, saving for retirement isn’t terribly complicated. You know you need to max out your employer-sponsored 401K so you can receive your employer match and allow your investments the opportunity to grow tax-free. This is undoubtedly the best...
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...
5 Things to Consider about Cognitive Decline and Retirement
No one wants to admit when getting older starts affecting them. It can a sore subject that hurts an individual’s sense of pride and confidence in their ability to care for themselves. Think about how many stories you’ve heard of adult children having to have a talk...
Top 3 Reasons You Should Stay Invested During These Volatile Markets
Investing is one of those endeavors that requires a lot of trust—trust in the long-term return potential of the markets, trust in yourself if you are a DIY investor, or trust in your financial advisor if they manage your investments. Trust is easy to come by in a bull...
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...
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...
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