HealthCare Costs in Retirement

Medicare and Managing Health Care Costs in Retirement

Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …

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On the Same Page: A Meeting of the Minds, A Gathering of Key Information

Widows on the Same Page

A Meeting of the Minds, A Gathering of Key Information In this third article, the focus turns to an earlier time, a time when a certain amount of preventive forethought can make a tremendous difference when illness, physical or mental disability, or death eventually does strike.   Down …

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The Business of Life: Attending to Your Financial Well-Being After Your Spouse Passes

The Business of Life

Attending to Your Financial Well-Being After Your Spouse Passes Several weeks later—after the most intense waves of grief have passed, after the memorial service is finished and your family, closest friends, and relatives have turned their focus back to their own lives—there comes a moment …

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Not Achieving Your Business Goals?

Business Goals Free Guide

Not achieving your business goals? Here’s like why! Nothing in business is more important than setting aggressive but achievable goals. Goals keep you and your team focused, and goals help you measure success. Companies that set long-term and short-term goals just achieve more. It&#82 …

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Year-End Tax Checklist

Year-end Tax Checklist

The tax process is notoriously complex – there are plenty of details you could miss and plenty of cracks for money to fall through. What are the changes to your tax profile since the Tax Cuts and Jobs Act? Are you protecting your assets for the present and your estate for the future? Will y …

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8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

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