The Financial Effects Of Losing A Spouse

The death of a spouse is one of the most difficult things imaginable. Besides the emotional toll, surviving spouses typically confront financial issues, which often trigger tax-related questions and consequences. Some of them are fairly straightforward, while others can be tricky. Siding with caution, it is recommended to reassess finances from a tax perspective. The …

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Forced Retirement – Tips To Help You Bounce Back

When it comes to retirement, expectations and reality may collide, resulting in what might seem unthinkable – sudden retirement. Unexpected retirement can throw a wrench in the best-laid plans, or worse, force a need for fast planning if none exists. While Americans anticipate, on average, to retire at age 66, the average retirement age is …

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The 3 I’s Affecting Retirement

Inflation has soared over the past year. Some think the new infrastructure legislation will add to inflation, and interest rates are set to rise through 2022. These are the three I’s causing particular concern among retirees and those who are nearing retirement. What kind of impact could inflation, infrastructure, and interest rates have on their …

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Estate Planning Checklist: What To Do Now While You’re Still Well

It’s difficult to think about what may happen if your health starts to decline – or how your loved ones will carry on after your death. But doing nothing to plan for these events could result in losing control over your affairs while you’re still alive, and undesired confusion and anger after you’re gone. You …

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6 Things To Know About Social Security

For decades, financial advisors have used the metaphor of a “three-legged stool” to describe America’s retirement system. The equation for late-life security is having a healthy pension from work, ample personal savings, and a monthly Social Security payment. Of those income streams, only Social Security has proven to be steadfast and strong. Here are important …

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