Our Latest Thoughts & Industry Updates

Healthcare costs in retirement often go beyond Medicare premiums. This article takes a look at three of those expenses—prescription gaps, remote-living access, and concierge medicine fees.

This blog will outline the Social Security Cost of Living Adjustment and how it has evolved.

This blog will discuss how readers can use summer as a trial period for retirement. It will include ways to test things like your retirement budget, activities, and schedule.

Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.

This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips.

This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability.