Articles of Interest

What does this mean for your overall retirement strategy?

Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently. 

In this age of marriage equality, there are new possibilities.

What does inflation mean for your investments?

IRA Deadlines Are Approaching

Here is what you need to know.

If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home.

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start. 

Numbers to know for the new year.

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.

Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65. *1

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to review what type of legislative support would be needed to pass certain proposals.