Demographic Differences

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Consider these questions for a moment: Have your outlook and attitude toward politics and culture changed over the years? Or are you the same as always? If you were a conservative young adult, do you hold the same beliefs today? If you were a rebel as a youngster, are you still? Or have you mellowed…

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End-of-Life Issues

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Before today’s modern medicine, people usually died of three things: injury, infections or some type of nutritional deficiency.1 Painkillers may have come in the form of herbal tea or some other applied root, so pain was a fact of life. Life expectancy was much shorter than today, and people often died suddenly or after a…

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Ideas for Your Inner Entrepreneur

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One of the perks of retirement is having the time to pursue new interests. If you’ve always dreamed of starting your own business, retirement could provide the perfect opportunity. It’s a good idea to get a financial checkup before you go full bore into entrepreneurship. We’re happy to help clients review their current retirement income…

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A Look at How America Ranks

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In his first year in office, President Trump has promoted his “America first” philosophy. This new focus, with its trade protectionism and tough stance on immigration, has somewhat changed the U.S. narrative on a world scale.1 Considering this new emphasis on America first, perhaps it’s worth looking at how the U.S. ranks on the world…

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The Future of Medicare and Social Security

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There is little doubt that Medicare and Social Security are important programs that help older Americans in retirement, particularly now that so many are living beyond previous life expectancy rates. In fact, past models for savings rates may be failing many older Americans, who represent the only demographic seeing significant increases in poverty rates in…

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Ways to Avoid Financial Scams

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According to a recent survey, about two-thirds of adults age 70 and older fall for online scammers. Here are some tips to remember about some of the latest frauds:1 Medicare does not employ “sales representatives.” Apple and Microsoft do not sell virus protection software for your computer. There is no African prince from Nigeria who…

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Insights Into Cybercrime

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Although it’s taken a back seat to domestic concerns over the past year, cybercrime is still on the rise. Attacks such as “Wannacry” shut down health care systems and businesses across the globe in 2017,1 and the World Economic Forum estimates cybercrimes cost the global economy about $445 billion a year. 2 It is a…

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Digital Tools for Tax Season

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Tax season is upon us. According to the IRS, about 90 percent of taxpayers now file their taxes electronically. The agency touts the service as more accurate, convenient and secure than paper claims, and people usually receive their tax refunds faster. The IRS offers free tax filing assistance to filers who earn $54,000 a year…

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Get Creative When Pre-Planning Funerals

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Think about how much time we put into planning things like college, a wedding, moving to a new home, having a baby and retirement. Now think about how much time we put into planning for our death. For many people, it’s no time at all. Perhaps you’ve got your estate plan documents in order, but…

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Traveling on a Fixed Income

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Oh, the places you’ll go! Renowned author Dr. Seuss wrote a children’s book in 1990 that has become a popular graduation gift for young adults. Part of its message:1 “You’re off to Great Places!Today is your day!Your mountain is waiting.So … get on your way!” Perhaps for some people, the time to travel is when…

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It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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