Blog & Articles

Retirement Planning Weak Spots

August 1, 2018

Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning and saving may go unnoticed. Couples should recognize that they may face major medical expenses. Each year, Fidelity Investments estimates how much a pair…

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Qualified Account Contributions: How Much Can You Save This Year

July 23, 2018

The year is halfway over. Have you met your savings goals so far this year? Are you behind on your savings for retirement? It’s easy to get behind on savings, especially when it comes to retirement, which may be years or decades in the future.…

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Adjusting Your Portfolio as You Age

July 18, 2018

If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in pursuit of a better return. As you approach or enter retirement, is another adjustment necessary? Some investors may think they can approach retirement…

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Do You Have a Plan to Pay for Long-Term Care?

July 12, 2018

What’s the most difficult challenge you’ll face in retirement? It could be long-term care. According to the U.S. Department of Health and Human Services, today’s…

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New Medicare Cards Are on the Way

July 6, 2018

New Medicare cards will be mailed out between now and next April. They have an 11-digit I.D. number instead of your SSN, and they are…

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Financing a College Education

June 26, 2018

A university education can often require financing and assuming debt. If your student fills out the Free Application for Federal Student Aid (FAFSA) and does not qualify for a Pell Grant or other kinds of help, and has no scholarship offers, what do you do?…

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Don’t Let These Surprises Derail Your Retirement

June 21, 2018

According to a recent Gallup study, many Americans don’t feel confident about their ability to fund a comfortable and enjoyable retirement. The annual survey about Americans’ financial concerns found that 54 percent of respondents are worried about retirement. That’s enough to make retirement the top…

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Social Security: When’s the Right Time to File for Benefits?

June 11, 2018

When is the right time to file for Social Security benefits? Every retiree faces this question at some point. It’s tempting to file as soon as you become eligible for benefits. However, it’s worthwhile to take time and think about your options. Your decision is…

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