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Things to Consider Before Moving in Retirement

Things to Consider Before Moving in Retirement

Where you live can be the biggest factor in your retirement plan, both in terms of finances and quality of life. There are many aspects of moving to consider, from accessibility to good healthcare, to proximity to family. Considering your goals, needs, and what really makes you happy can be the best way to decide…

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Significant Estate Planning Steps

Significant Estate Planning Steps

You made sure your kids wore helmets, ate their vegetables, and looked both ways before crossing the street when they were small. Why? Because you worried about their safety. Protecting your children financially is no less important. Rather than leaving them to figure out a plan for finances and medical care in the event of…

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Don’t Overlook these Tax Breaks and Deductions

Don’t Overlook these Tax Breaks and Deductions

The 2017 tax reform eliminated several popular deductions in the interest of simplifying the tax code, but left the majority in effect, and actually added a few new one’s while improving others. It’s likely that your tax statements will look at least a little bit different for 2018. Here are some commonly overlooked deductions to…

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Are You Turning One of These Ages in 2019?

Are You Turning One of These Ages in 2019?

If you’re turning one of these ages in 2019, take note of what makes them important. Some ages, such as 65, the age at which you qualify for Medicare, require you to apply before your birthday, so it’s important to pay close attention so you don’t miss an important deadline! Age 50 Once you turn…

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Travel Opportunities for 2019

Travel Opportunities for 2019

You’ve saved for retirement and made good investments, so why shouldn’t one of your New Year’s resolution be to take a trip, or start planning a post-retirement vacation? Many people are still very physically active in retirement, so biking and hiking can be great ways to experience a new country’s landscape. Travel can be a…

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A Realistic New Year’s Resolution

A Realistic New Year’s Resolution

Some New Year’s resolutions are more realistic than others. A realistic goal for everyone is to make a financial calendar for the upcoming year. This should include universal deadlines such as April 15th, and dates particular to you, such as insurance renewal dates, salary raises, and financial reviews. Starting the year off with knowledge of…

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Will You Retire in 2019?

Will You Retire in 2019?

Once all the presents are all unwrapped and the tree is taken down, it’s important to think about the upcoming year and your future. Will 2019 be your retirement year? For some, retirement comes at a milestone. Maybe it’s 35 years on the job or their 65th birthday, or maybe their goal is to retire when…

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How Retirement Could be Different in 2030

How Retirement Could be Different in 2030

As I wait for the ball in Time Square drop to kick off the start of the new year, I can’t help but think of the changes that will come in the next decade, especially with regards to my retirement. With advancing technology and changing times, it’s hard to predict how things will evolve each…

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Benefits of an Early Retirement

Benefits of an Early Retirement

Some people choose to delay retirement into their late 60s, however, at age 62 you are eligible to start collecting Social Security benefits, and if you’ve prepared well for retirement, retiring early might make sense. Although it isn’t for everyone, there are many benefits that come with an early retirement. For starters, you have even…

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Wrapping Up 2018

Wrapping Up 2018

While it’s easy to get caught up in the holiday spirit, running out to grab last minute gifts, baking dozens of gingerbread men and trimming your tree, don’t forget about your retirement plan. The end of the year is an important time for retires, and there’s a few things you should wrap up before it…

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