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Jan 7, 2020
6 Social Security Traps to Avoid
On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received a check for $22.5
Jan 6, 2020
The SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement
Jan 2, 2020
The Major Retirement Planning Mistakes
Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from the
Dec 30, 2019
Debunking Common Retirement Assumptions
Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let's e
Dec 27, 2019
Retirement Wellness
Fidelity projected that the average 65-year-old couple would spend around $285,000 on health care during retirement, including about $11,000
Dec 23, 2019
The FIRE Movement
Do you think you might be FIRE material? Do you have dreams or life goals that you want to realize within 10 or 20 years, including retiring
Dec 18, 2019
Annual Financial To-Do List
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, sa
Dec 18, 2019
The Financial Realities of Longevity
According to the Social Security Administration, single women aged 65 and up (including both the unmarried and the widowed) rely on Social S
Dec 17, 2019
Inventorying Your Possessions
Four Tips for Creating an Inventory. Creating an inventory may take a bit of upfront work, but it can pay future benefits in smoothing the c