Life Insurance in Retirement
Is life insurance still necessary in retirement? It might be—especially if you want to cover long-term care, supplement your income, or leave a legacy for loved ones. Discover how life insurance can support your retirement goals, even after the kids are grown and gone.
Will You Pay a Medicare Surcharge?
Medicare isn’t one-size-fits-all—especially when it comes to what you’ll pay. Your income could impact your premiums through IRMAA surcharges. Learn how Medicare works, what it covers, and smart strategies to potentially lower your costs.
QLACs: Your Retirement Accounts Can Act Like Pensions
Worried about outliving your retirement savings? A Qualified Longevity Annuity Contract (QLAC) could provide income later in life—when you may need it most. Learn how new rules may make this strategy more appealing for high-income earners.
Retirement with a Road Map: The Role of a Financial Adviser
We explore what it really means to work with a financial adviser in retirement, going beyond investments to examine every aspect of your financial life. From rolling over your 401(k) to building a personalized plan that aligns with your goals and risk capacity, it’s a deep dive that compares to a financial root canal—but one that can set you up for long-term confidence and clarity.
The Retirement Tax Surprise: What Boomers Need to Know Before It’s Too Late
You did it—you saved, you planned, and now retirement is here (or close!). But did anyone warn you about the tax storm waiting on the other side? From RMDs to Medicare premiums, retirement could be your highest-taxed phase yet. Don’t let surprise taxes derail your golden years.
You Are Not an ATM
Tired of feeling like an ATM for your business? It’s time to flip the script. Adopting a Profit First mindset helps you protect your personal finances while growing a thriving, sustainable business. Learn how to stop funding a money pit and start building lasting profit.
Financial Support for Adult Children: A Hidden Drain on Retirement Savings
Nearly half of U.S. parents are still footing the bill for Gen Z and millennials—shelling out an average of $1,500 monthly. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, as they unpack the latest data, explore why working-age Gen Z are getting the most help, and ask: How is it affecting parents’ annual spending and their financial plan?
New Social Security Identity Verification Rule: Are You Affected?
Starting April 14, some people must visit a Social Security office in person to verify their identity before claiming benefits or changing direct deposit info. We break down what you need to know, who it affects, and how to avoid long wait times and potential scams.
Have You Checked Your Social Security Statement Lately?
Your Social Security Statement is a key tool for planning your financial future! It provides personalized estimates of your retirement, disability, and survivor benefits—helping you stay on top of your future income.
How Employers Can Establish and Fund Employee Pensions with Tax Incentives
Did you know the Sec 45E tax credit can help cover employer contributions to new retirement plans? If you’re looking to attract top talent and secure your employees’ futures, this credit could be a game-changer.