Certified Financial Fiduciary and Author
5 of the Smartest Tips When Planning for Healthcare Expenses in Retirement

5 of the Smartest Tips When Planning for Healthcare Expenses in Retirement

Health care can become one of the largest expenses in retirement. These tips will help you prepare adequately. Continue Reading

6 of the Best Tips for Getting the Largest Possible Social Security Retirement Benefit

6 of the Best Tips for Getting the Largest Possible Social Security Retirement Benefit

Figuring out how much money to save for retirement can be very difficult. A common issue that you might encounter is how to account for other revenue streams. One primary source of income for retirees is Social Security, but it can be difficult to know exactly how much this benefit will be. The calculation determining… Continue Reading

What Do You Need to Know about the Benefits of Beginning to Save for Retirement Early?

What Do You Need to Know about the Benefits of Beginning to Save for Retirement Early?

Saving for retirement early has a number of benefits, including compound interest-drive growth and greater risk tolerance. Continue Reading

These Are 6 of the Key Documents You Need to Create When Estate Planning

These Are 6 of the Key Documents You Need to Create When Estate Planning

Proper estate planning involves much more than creating a will or a trust. These documents help guide the planning process. Continue Reading

5 of the Most Common Types of Accounts Used for Retirement Savings

5 of the Most Common Types of Accounts Used for Retirement Savings

Understanding the differences between the basic retirement accounts can help you make the best decisions for your circumstances. Continue Reading

The Challenges in Figuring out How Much to Save for Retirement

The Challenges in Figuring out How Much to Save for Retirement

One of the most common questions that arises as individuals start planning for retirement is how much they need before they can stop working. There is, unfortunately, no easy answer to this question, and much of the conventional savings advice fails to account for the individual differences that can drastically change savings targets. For instance,… Continue Reading