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Our Blog2023-09-27T15:09:03+00:00

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The Role of Life Insurance in Estate Planning

Have you ever considered how your loved ones will be taken care of after your passing? The answer lies in estate planning and life insurance. When effectively combined, these components offer invaluable financial support to your family and friends. Understanding how to integrate both into a comprehensive plan is key. This guide will help you get started with life insurance [...]

October 7th, 2024|Estate Planning, Insurance|

Social Security Questions a Financial Professional Can Address

Believe it or not, your financial situation and circumstances are unique. Factors such as debt, your health, the age of your children if you have them, and other seemingly disparate factors profoundly influence your financial standing as you near retirement. The advantage of having a financial professional working with you is their ability to consider and monitor factors that can [...]

September 30th, 2024|Social Security|

4 Reasons Your Retirement Needs a Healthcare Strategy

As you approach retirement, it’s easy to focus on financial planning, travel dreams, and leisure activities. However, one critical aspect that often gets overlooked is healthcare. A well-thought-out healthcare strategy can help to ensure you thrive in your retirement years without the burden of unexpected medical expenses or health-related issues. Here are four compelling reasons why you need a healthcare [...]

September 23rd, 2024|Healthcare, Retirement Planning|

How to Turn Your Roth IRA into Regular Income

In retirement, prioritizing stability is crucial—not just the growth of your account value. While it’s tempting to focus on maximizing returns, the reality is that you need a reliable income stream to support your lifestyle and replace your paycheck. Relying on market fluctuations for your financial security can lead to uncertainty and stress. Instead, having a consistent monthly income allows [...]

September 16th, 2024|Retirement Income, Retirement Planning|

The Fed Speaks, Earnings Release, and the Market Drops… But Your Retirement Finances Shouldn’t Care

In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve's recent announcement to maintain interest rates at their current levels has left many investors on edge. While the Fed has signaled a cautious approach, it has not ruled out the possibility of economic struggles ahead, indicating a readiness to lower interest rates if necessary. This uncertainty [...]

September 9th, 2024|Economy, Federal Reserve, Investing, Retirement Income|

10 Actions That Help You Pursue Financial Wellness

Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances. The individual determines financial wellness, which often includes working toward financial goals by completing specific actions. Some actions are time-sensitive, but others can occur anytime throughout the year. Here are ten actions that may help keep your finances [...]

September 3rd, 2024|Financial Planning|

How Lower Interest Rates Could Impact Retirees’ Money Market Accounts

The Federal Reserve recently announced its expectation to lower interest rates in September, marking a significant shift in monetary policy. This change could have far-reaching implications—namely to your retirement finances if you rely on money market accounts, CDs, and savings accounts.[1] The Impact on Money Market Accounts Money market accounts, known for their stability and relatively higher yields compared to [...]

August 30th, 2024|Federal Reserve, Investing|

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