by Admin | Jul 8, 2020 | Estate Planning, Financial Planning, Retirement, Retirement Planning
Thinking about the end of your life isn’t pleasant, but if you’re over the age of 50, it’s important to get your affairs in order now so that you can take your time in planning. In the next few blog posts, we will discuss the various aspects of end-of-life planning....
by Admin | Jun 11, 2020 | Estate Planning, Financial Planning, Retirement, Retirement Living, Retirement Planning, Senior Health
There are those who begin planning for their retirement early on in their careers and already have the exact month and year that they plan on stopping work. Then there are those who say they will never retire and insist they will work for as long as they are...
by Admin | Apr 29, 2020 | Estate Planning, Financial Planning, Other, Retirement Living, Senior Living Lifestyle
Your legacy is the totality of who you are, but who you are today is not necessarily who you were yesterday or who you will be tomorrow. So, even if you were smart enough to have a lawyer prepare a traditional estate plan, you may find that is not enough to protect...
by Admin | Mar 25, 2020 | Financial Planning, Other, Retirement Living, Senior Living Lifestyle
Federal and State Personal Tax Deadlines Extended to July 15 Even with the extended personal income tax deadlines, you probably have taxes on the brain right now. You were meeting with your CPA and trying to figure out how to pay your fair share while retaining...
by Admin | Feb 5, 2020 | Financial Planning, Retirement Living, Senior Safety
Many people have been the target of a scam at one point or another, but, the senior citizen community is especially vulnerable. While a loss of finances is hard for anyone, the senior citizen community faces a particularly difficult challenge in that the loss may...
by Admin | Aug 22, 2019 | Financial Planning, Other, Retirement Living, Senior Living Lifestyle, Social Security
So you’ve decided to return to work part-time after you have retired. You’re not alone. According to Julie Virta, a senior financial advisor with Vanguard, “We’re seeing a trend of people retiring from a long-term career…and a while later deciding they want a...
by Admin | Jul 25, 2019 | Financial Planning, Other, Retirement Living
If you’re recently retired and your income is fixed – the money that you will receive monthly from social security, a 401(k) or financial investments – then you need to develop a budget to work within those limits. The good news is you can accurately predict...
