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Tag: Retiree

July 21, 2021

Choosing an Assisted Living Community

When searching for an assisted living community for your loved one, it’s difficult to know exactly what to look for or which amenities matter most. Regional marketing specialist John Ruedi provides a helpful overview of key considerations as you evaluate your options.

July 13, 2021
healthcare costs in retirement

Three Important Medicare Considerations – If Age 65 or Older and Still Working

In their mid-60s, many people need to make important decisions about Medicare and when to start claiming Social Security. Financial advisor Cal Brown takes a closer look at this issue and how it may affect you.

July 12, 2021

Estate Planning Basics White Paper

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors. Learn more in this white paper.

June 30, 2021

How Could the American Families Plan Impact the Taxation of Your Vacation Home?

If you have a second home or are thinking about purchasing one, you may want to think about how the proposed American Families Plan may affect how it is taxed. Financial advisor Jeff Lewis takes a closer look.

June 8, 2021
Vacation Home

Dynamics of Purchasing a Vacation Home in Retirement

Family vacation homes often provide a retreat for you and your family to gather and enjoy each other’s company. Financial advisor Jeff Lewis discusses the emotional attachment and unique planning challenges that can come from owning a second home.

June 4, 2021
healthcare costs in retirement

How to Plan for Healthcare Costs in Retirement

According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund this goal in retirement can help mitigate the possibility of having to give up your current lifestyle.

June 1, 2021

Should I Hire A Financial Advisor?

Finding a financial advisor can be a complicated and sometimes confusing process. Financial advisor Maureen Wright provides a list of important questions to ask and other considerations to help you narrow down the possibilities during your search.

May 27, 2021

Roth Conversions During the Current Low Tax Rate Environment

Roth conversions have increased in popularity over the past few years due to our current low tax rate environment. Because these rates are set to sunset and return to their pre-Tax Cuts and Jobs Act rates after 2025, it may be a good idea to investigate Roth conversions this year.

May 25, 2021
Retirement Readiness Questions to Answer Before you Retire

Are You Ready for Retirement?

Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.

May 17, 2021
Uncle Sam in Retirement

Uncle Sam: Your Partner in Retirement

During your retirement years, there are numerous rules, elections, and key dates in your partnership with “Uncle Sam.” Let’s review key retirement milestones and some costly missteps you can avoid.

May 13, 2021
Answer the question Do I have enough?

Do I Have Enough?

What does having enough mean to you? Let’s examine some possible meanings and how you may want to explore all aspects of having enough. Though it can mean something different to everyone, the question is worth exploring.

May 4, 2021
ESG Investing 101

ESG Investing 101

ESG, a form of investing that takes key Environmental, Social, and Governance metrics into consideration during the portfolio construction process, is gaining traction. Eamon Verdone, a senior investment research analyst, talks about how these strategies can help investors support corporations that apply best practices from an ESG standpoint.