3 Reasons to Review Your Tax Strategy
Now that President Biden has been sworn in and the Senate is evenly split between Republicans and Democrats, it’s time to consider what tax policy changes could be coming. President Biden and Vice President Harris proposed several tax-increasing measures on the campaign trail, and it’s important to consider how they could affect you. Here are…
Read More3 At Home Work-Outs
You don’t necessarily have to spend a fortune to create a home gym if your gym is closed. We might think it’s too late to get back into shape by the time we’re retired or pointless to carve out time for physical activity, but this isn’t true. Incorporating more physical activity into your day could…
Read More3 Retirement Challenges You Can Plan For
No matter where you are in your retirement journey, a financial advisor may be able to provide you with potentially valuable information and advice. A comprehensive retirement plan tailored specifically to your situation could have a major impact on your retirement: It may help you avoid common retirement pitfalls and mitigate risks. Here are 3…
Read MoreCreate Your Own Blue Zone in 2021
Did you know that there are places in the world where there is an unusually high number of people living into their 90’s and even 100’s? These populations are known for maintaining good health well into old age and are called “blue zones.” It’s not that they have special technologies, or the best doctors, or…
Read MoreWhat’s In Store For Us in 2021?
We’re all looking forward to the new year more than usual. Even though COVID will remain in 2021, the changing of the calendar can bring about a new mindset and optimism. But before we forget all about 2020, let’s look at the latest COVID relief bill, which includes more stimulus checks and some changes that…
Read MoreReady to Retire in 2021? Ask Yourself These 3 Questions
Will 2021 be your retirement year? And how do you know when it’s time to retire? For some, retirement comes at a milestone. Maybe it’s 35 years on the job or your 65th birthday, or maybe your goal is to retire when you have a certain amount in savings. Retirement is different for everyone, and…
Read More4 Reasons to Be Optimistic About 2021
You might have a lot to look forward to in the 2020s. First of all, 2020 is over! Maybe your children will graduate from college, maybe you’ll become a grandparent, and maybe you’ll retire. The whole world also has a lot to look forward to in 2021, mostly the vaccine and the end of COVID…
Read MoreWhat’s Your New Year’s Resolution?
Many make them, and few keep them. New Year’s resolutions can be a great way to trade in bad habits for good ones but can also feel more like a burden than a blessing. Some people take on too grand a goal to realistically keep up with through the year. Others may struggle to think…
Read More3 Easy Ways To Get On-Track for 2021 & Beyond
Only 28% of Americans will make New Year’s resolutions that are financial in nature, according to a recent MassMutual survey.[1] Perhaps more should – retirement requires significant planning and there is no better time to start than at the beginning of a new year. If you’re wondering how to do this, then you might consider…
Read MoreGifts For Those Who Don’t Need Anything
You could say that the law of diminishing returns applies to Christmas gifts as we age: As time goes on, we can use less and less material gifts. At a certain point, we accumulate so many possessions that when we say “I don’t need anything for Christmas,” we really mean it. So, rather than continue…
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