Financial Insight Blog2022-10-28T18:07:10+00:00

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A Brief Checklist for Pre-Retirees

If you’re feeling lost about where to start preparing for your retirement, this article is for you. It may be difficult for you to find good retirement advice—as Americans, we tend not to like to talk about money. And even if you do have someone to talk to, you can never be sure if the advice of your friends and [...]

March 18th, 2024|Retirement Planning|

Why Gen-X Should Prepare for Retirement

Those in Gen-X are likely to be entering some of their highest earning years, and you may be among them. And while it can be very exciting to finally be able to set up the comfortable life you’ve always dreamed of, there are other aspects to wealth that you probably haven’t thought about. For example, do you know how you’re [...]

March 11th, 2024|Retirement Planning|

Here’s What Medicare May Not Cover…Are You Prepared?

You may think that Medicare covers all of your medical expenses when you retire…but it doesn’t. We often see clients who have a really solid retirement plan that takes almost everything into account except for medical expenses. They often think, “Well, I’m healthy now, so I’ll be healthy in the future.” But that isn’t always the case. Here are a [...]

March 4th, 2024|Financial Planning, Healthcare & Medicare|

Retiring With Your Spouse? Here’s What to Know

If you don’t know what your spouse wants out of retirement, you might be faced with unforeseen, costly mistakes. Ask yourself if you know their specific plan. Do you know the day they plan to retire? Do you know exactly how your finances are going to be handled? Retirement is all about planning, and if you aren’t planning with your [...]

February 26th, 2024|Retirement Planning|

Navigating Financial Security in Retirement: The Role of Work

Retirement is often envisioned as a time of leisure and freedom from the demands of a full-time job. However, the rising costs of living and uncertain economic conditions characterized by high interest rates and volatile markets can cast a shadow of worry over this anticipated period of peace. Despite these concerns, there are strategies available to mitigate financial stress and [...]

February 21st, 2024|Retirement Planning|

Long-Term Care Costs Could Hurt Your Savings… But You Have Options!

Chances are you haven’t factored long-term medical care into your financial plan. Two out of every three baby boomers don’t have any plan in place for needing long-term care.[1] Long-term care is medical care that goes beyond just normal doctor’s visits. It is medical care where someone helps you with the functions of everyday living, like eating and bathing. It [...]

January 29th, 2024|Financial Planning, Healthcare & Medicare|

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