Ah, the holidays – a time for cozy sweaters, endless feasts, and quality time with family. But, amidst the laughter and joy, there’s room for some serious talks, too. As you gather around the fireplace or sneak another slice of…
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Understanding Inherited IRAs: 5 Things You Should Know
Inheriting an IRA can be both emotionally and financially challenging. As you deal with the grief of losing someone close to you, you might also be facing a complex financial situation. One of the critical factors that beneficiaries need to…
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When is the Best Time to Take Social Security?
Picture this: you’re nearing retirement and you’re counting down the days until you can finally experience the golden years. However, a significant part of your retirement plan involves your social security benefits, and you’re not sure when to start claiming…
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Is Phased Retirement Right for You? Exploring the Pros and Cons
As much as we look forward to our retirement years, there’s no doubt that this new phase of life is an adjustment. That’s why many people are considering what’s called a phased retirement: A phased retirement includes a broad range…
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Financially Planning for Retirement: Why Your Activities Matter
When you think about your retirement…what comes to mind? Time spent on a sandy beach with your toes in the water? Playing with grandkids? Relaxing with all the time in the world? So, here’s the problem with having all the…
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