Blog

Blog

Proposed 2025 Changes to Social Security

In recent years, there has been ongoing discussion and debate about potential changes to the Social Security system in the United States. This year is the same as the Social Security Administration, which is considering numerous changes for 2025. As

Read More »
Blog

Politics, Elections, and Your Retirement Savings

To truly grasp how politics and elections may impact retirement savings, it’s necessary to consider multiple dimensions. Elections, policy changes, geopolitical events, and even political rhetoric can influence economic activities, indirectly affecting the financial markets. Therefore, understanding the correlation between

Read More »
Blog

7 Ways to Celebrate Financial Planning Month

October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. Whether you’re a novice or knowledgeable in finance, assessing your finances and goals is always beneficial. This yearly event provides the perfect

Read More »
Blog

The Benefits of Long-Term Care

Long-term care is an essential component of healthcare that aids individuals who are physically or mentally incapable of independent living. While it may seem daunting, long-term care offers numerous benefits that can significantly enhance the quality of life and overall

Read More »
Blog

Legacy Planning and What It Involves

Legacy planning is a comprehensive process that covers traditional estate planning activities such as trusts and asset distribution and includes broader considerations, such as how a person wants to be remembered. Through legacy planning, individuals consider the values they wish

Read More »
Blog

6 Tips For Handling Taxes in Retirement

Retirement is a stage in life that many look forward to. However, it comes with its own set of financial challenges, among them being the handling of taxes. Contrary to popular belief, tax responsibilities do not necessarily cease once you

Read More »
0:00
0:00
Scroll to Top