The ABCs of Medicare: What Recent Retirees Need to Know About Their Coverage Options
You may be eligible for Medicare soon, but do you know the ins and outs of your coverage options? Here's a breakdown of Medicare Parts A, B, C & D.
How the Pandemic Has Impacted the Economy, Finances, Savings, Spending, and Our Approach to Financial Planning
The pandemic has accelerated several developing themes for consumer purchases and behavior, such as online meetings using applications like Zoom, curbside pickup of groceries, online ordering of prepared meals, fitness at home such as Peloton, The Mirror, Tonal, etc., traveling by RV, and home delivery of all sorts of goods.
Keeping Current with the Pandemic...
Sharing this informative one-page tracker each week containing charts and data that we've found important to keep an eye on to help gain and maintain some perspective. We hope you find this as helpful as we do - Stay safe!
5 Mother’s Day Gift Ideas for Every Woman in Your Life
Mother's Day is May 9, are you ready to celebrate the moms in your life? From the adventurer to the busy professional, this gift guide can help you choose something special for her.
What to Know About the Roth IRA 5-Year Rule
There are two different 5-year rules when it comes to Roth IRAs, and both are important to know about if you have a Roth IRA. One 5-year rule is for Roth contribution IRAs, and another different 5-year rule is for Roth conversion IRAs.
Keeping Current with the Pandemic...
Sharing this informative one-page tracker each week containing charts and data that we've found important to keep an eye on to help gain and maintain some perspective. We hope you find this as helpful as we do - Stay safe!
How To Create a Retirement Budget
Creating a retirement budget is an important activity for retirees and pre-retirees to consider. Having a road map of basic and ongoing needs, as well as assumed discretionary spending, is crucial to maintaining a safe drawdown on your portfolio over time.
Keeping Current with the Pandemic...
Sharing this informative one-page tracker each week containing charts and data that we've found important to keep an eye on to help gain and maintain some perspective. We hope you find this as helpful as we do - Stay safe!
The American Jobs Plan Has Been Announced. Could You Be Impacted?
The Biden Administration has announced a $2.2 trillion infrastructure bill. Here's what you need to know about this newly proposed legislation, including whose future taxes may be impacted by it.
Keeping Current with the Pandemic...
Sharing this informative one-page tracker each week containing charts and data that we've found important to keep an eye on to help gain and maintain some perspective. We hope you find this as helpful as we do - Stay safe!
