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Feb 21, 2023

Can you count on Social Security?

If you’re getting closer to retirement, you might be thinking more about Social Security. Specifically, can you count on it to contribute part of the income you’ll need as a retiree? There’s been an increase in alarming language surrounding the solvency of Social Security, but in reality, its prospects are not nearly as gloomy as you might have heard.

Feb 14, 2023

Don’t let fear drive investment decisions

In the past year, we’ve seen some big swings in the financial markets. This volatility may make you feel as if you have little control over your investment success. But the truth is, you do have more control than you might think — as long as you don’t let fear guide your decisions.

Feb 7, 2023

Could you cope with long-term care costs?

We all want to stay healthy and live independently throughout our retirement years. Unfortunately, that won’t be possible for some of us, so it’s a good idea to be prepared for health-related challenges — such as the need for long-term care.

Jan 31, 2023

Can you reduce the Medicare surcharge?

Before you turn 65, you’ll want to become familiar with Medicare’s rules and features. And if you’re a high earner, you’ll want to be especially aware of the Medicare premium surcharge — because, over time, it can add up to some significant dollars.

Jan 24, 2023

Open the (back) door to a Roth IRA

There aren’t many drawbacks to having a high income — but being unable to invest in a Roth IRA might be one of them. Are there strategies that allow high-income earners to contribute to this valuable retirement account?

Jan 17, 2023

Worried about inflation? Consider these moves

As you know, inflation was big news throughout 2022. But will it continue in 2023? And looking even further ahead, how should you account for inflation in your long-term plans?

Jan 10, 2023

Are you ready to ‘unretire’?

Have you recently retired but are now thinking of going back to work? If so, you aren’t alone, as many people are choosing to “unretire.” But if you do reenter the workforce in some capacity, what opportunities might be available to you?

Jan 3, 2023

Time for New Year’s financial resolutions

It’s that time of year when many of us promise ourselves we’ll go to the gym more, or learn a new language, or take up a musical instrument, or any number of other worthy goals. But this year, when making New Year’s resolutions, why not also consider some financial ones?

Dec 29, 2022

Protect financial accounts from “ cyberthieves”

Cybercrime is booming. In 2021, the FBI reported that cybercriminals scammed nearly $7 billion from Americans — a figure slightly higher than the gross domestic product (GDP) of Switzerland for that year, according to research organization World Economics. How can you protect yourself from cyberthieves?

Dec 20, 2022

Passing assets through a trust: What to know

As the year winds down, your thoughts might drift to the future. And, as part of that future, you may be thinking of where your financial assets will end up.
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