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A Holistic View on Estate Planning
Estate Planning is about more than the preparation of vital documents: Will Durable Power of Attorney Healthcare Proxy/Power of Attorney Beneficiary Statements Trusts These documents may not always feel like pressing needs or be particularly fun to think about, but for the sake of your loved ones, it’s important to be prepared. We tend to…
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Nearing age 65? What to do about Medicare
Medicare is a health insurance program operated by the federal government and benefits are available to qualifying individuals 65 or older. Parts of Medicare Deductible, coinsurance and copayments may apply to all of the below. Part AHospital/Hospice Insurance Covers inpatient hospital stays, some skilled nursing facility, hospice and eligible home health care. No premium if…
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Retirement is a journey, not a destination
You have likely been saving, investing, and planning for retirement for years, if not decades. Having a workable and flexible financial plan is essential as you approach the end of your working career. But retirement readiness also includes non-financial planning or life planning. What are you going to do once you reach your goal? Retirement…
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4 Financial Planning Items to Revisit During Tough Times
There is a financial adage that says, “Markets hate uncertainty”. It’s true – uncertainty causes stress. If there’s one thing that 2020 has served up in abundance, it is uncertainty and its accompanying feelings of fear, dread, and stress. However, it is precisely times like this that can become pivotal turning-points in an individual’s financial…
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Investing for retirement in a volatile market
In times of uncertainty and rapidly moving markets, staying the course and focusing on the long-term is a best practice. While market volatility is not fun, a diversified portfolio is well positioned to minimize damage. As we have said in the past, we want to avoid making short-term decisions with long-term money. With an ever-changing landscape, here…
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Making Adjustments Prior to Retirement
Now that you have planned your goals for retirement, you may realize you need to make investment adjustments to meet these goals. What do I do if my income does not cover my anticipated expenses? There are many ways to address this, but here are a few examples of what could be done to improve…
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Top 5 Financial Planning Tips: Are you prepared?
Are you prepared if you lost your job? If your spouse was injured? If you have a family emergency? All of the scenarios above will impact your personal financial plan, but too often it is left neglected or moved down on the priority list until something happens to shake things up. We’ve summarized 5 tips…
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Retirement is a journey, not a destination
You have likely been saving, investing, and planning for retirement for years, if not decades. Having a workable and flexible financial plan is essential as you approach the end of your working career. But retirement readiness also includes non-financial planning or life planning. What are you going to do once you reach your goal? Retirement…
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Investment Options for Your HSA
What is the #1 barrier to early retirement for many? Healthcare! Health insurance is the main reason folks aren’t retiring as early as they otherwise would like to. While there are plenty of healthcare options (albeit pricey ones) for those on the brink of retirement, what can those that are 10+ years out do now…
