Retirement, Retirees

Most of us hope to spend all of our retirement in our own home. As we age, however, mother nature conspires to bring health challenges and physical limitations to us. When this happens, alternatives to living at home may becomeREAD MORE

It takes a lot of planning to design a successful retirement strategy. Saving and investing enough to fund a comfortable retirement is critical, but there are other things to consider as well. Your lifestyle, where you’ll live, medical expenses, pension,READ MORE

In our recent article, Retirement Planning Update: SECURE Act 2.0, we discussed some of the key features of the Act as they pertain to retirement planning. Here are some additional noteworthy features of SECURE Act 2.0. Reduced Penalties for missingREAD MORE

Many of us watch our parents getting older with some concern. They may be doing fine now, but we know that most older people eventually need some help. The need for help may increase gradually over time, but in manyREAD MORE

Inflation was the big story in 2022, and for 2023 it brings some benefits (increased social security benefits, bigger tax deductions) but also some detriments (higher Medicare surcharges). The SECURE Act 2.0, which was passed at year-end, will have aREAD MORE