Medicare is a federal health insurance program that provides coverage to millions of Americans. Understanding the basics of Medicare is essential for anyone who wants to make informed decisions about their healthcare coverage. Here are six things you need to know.

After years of saving as much as possible, retirement means switching gears and recreating a paycheck with your savings. Cracking into your nest egg in a tax-and risk-efficient manner while reinvesting enough to support the rest of your life can be both complex and challenging.

“Should we pay off our existing mortgage before we retire?” This is a good question which has no cut-and-dried answer.  Let’s take a look at some factors to consider when evaluating if you should pay off a mortgage.

Planning for retirement involves more than just saving money; key birthdays play a crucial role in your retirement strategy. In this recorded webinar, “Birthdays to Remember for a Successful Retirement,” financial advisor and managing director Jack Phelps reveals potential pitfalls and opportunities on these critical birthdays.

Financial Advisor and Managing Director Brian Hinson was featured prominently in a Huntsville Business Journal article discussing the challenges of retirement in 2024.

The holidays are approaching – a perfect time for family gatherings! But beyond the joyful chaos, use this opportunity for a different kind of gift: open communication about your financial plans. Here’s how to navigate these potentially awkward conversations.

Serious health issues can disrupt lives. Explore this three-pronged approach to financial preparedness to help ensure peace of mind during difficult times.

This recorded webinar is designed to help you navigate the complexities of Medicare and avoid potential mistakes.

Ever driven a racecar at high speeds? My friend has, and he learned a valuable lesson: when things get tough, keep your eyes on the finish line, not the obstacles. The same goes for retirement planning. Staying focused on your goals can help you navigate any challenges with ease.

Transitioning from private, employer-provided healthcare to Medicare can feel like an intimidating proposition. But investing time to learn the basics can help you feel more comfortable.

By carefully considering these factors and seeking professional guidance, you can make a well-informed decision about moving abroad and help ensure a smooth transition.

Retiring early, usually prior to age 65, can present a unique set of circumstances. Remember to keep in mind how it may affect accessing funds, securing healthcare, and planning for a longer retirement period.