Category Archives: Retirement Planning

How Baby Boomers Have Redefined Retirement

How Baby Boomers Have Redefined Retirement Before your generation, retirement had long been perceived as a time when life took a downward turn. But thanks to baby boomers, this perception has radically changed. Baby Boomers have been cool kids since…

Why You Need A Financial Plan Now

While the world may feel chaotic as the coronavirus pandemic continues to disrupt daily life, there’s no better time to get a hold on your finances. The future may seem uncertain, but having a strategy for managing your finances will…

How to Take the Fear out of Financial Planning

Sometimes, we decide we’d rather not know the details of our finances. Maybe we’re worried that an in-depth look at our money would reveal spending habits we’d prefer not to acknowledge, or perhaps “ignorance is bliss” and we don’t want…

Managing Your 529 College Savings Plan Amid the Pandemic

Due to the pandemic, colleges across the United States are starting to rethink their approach to how to provide an education. In response, many families are wondering whether paying for a college education is worthwhile right now. Recent statistics bear…

7 Tips for Shoring Up Your Retirement Savings

If your target retirement age is less than 10 years away, it may be tempting to glide into your post-work life and hope for the best. However, without proper retirement planning, you may find yourself making a bumpy landing. Here…

How to Use Insurance in Estate Planning

If you want to leave your estate to beloved family members or friends upon your death, a life insurance payout can be key to helping them pay for expenses that could decrease the impact of your estate. Dispersing an estate…

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Retirement Planning