How to Give More – and Owe Less
A Qualified Charitable Distribution (QCD) can be a powerful way to combine charitable giving with smart tax planning. If you’re already taking Required Minimum Distributions
October 15, 2025
Category: Retirement 101
How to Avoid Divorce in Retirement
Retirement marks a major life transition, bringing new opportunities, freedoms, and sometimes unexpected adjustments for couples navigating this next chapter together. Many couples wonder how
September 16, 2025
Retirement Travel Made Easy: Vacationing in Your Golden Years
When the countdown to retirement begins, it’s normal to feel a combination of excitement and apprehension. Years of saving and planning go into reaching this
August 26, 2025
Social Security: Will It Really Go Bankrupt?
“Social Security will run out of money in 2035!” While that may be correct, it’s not a reason to panic. When Social Security, formally known
July 15, 2025
Timing Your Retirement Withdrawals
When is the ideal time to tap into your retirement savings? Planning when to withdraw from your retirement accounts is a critical decision that
May 27, 2025
Is an HSA Part of Your Financial Plan?
Rising medical expenses are a growing concern for individuals and families, both during their working years and in retirement. Planning ahead for these costs is
April 22, 2025
The QLAC Strategy
The QLAC Strategy: Balancing Longevity Risk in Your Retirement Plan What is the purpose of a Qualifying Longevity Annuity Contract (QLAC)? The key word is
February 25, 2025
Creative Pursuits Are Good for Your Soul…and Your Retirement
Do you like to sing? Have you wanted to learn to paint watercolors? Did you know the arts are good for your mental health? Studies
October 8, 2024
Can you FLUNK at Retirement?
Yes, you can! Retirement is a significant change. It is a transition…just like a cross country move, or the loss of a spouse through death
September 10, 2024
Lifelong Learning Makes a Richer, Vibrant Retirement
Very few people stop learning once their formal education is over. You may have taken classes to polish your professional credentials. Or you may have
August 27, 2024