Jan 16, 2025 | Age 55+, Family Finances, Individuals, Investing Basics
Reexamining your finances at the start of the year may not seem as exciting as making a commitment to healthier habits or fitness objectives, but financial wellness is closely related to both mental and physical health. You might be surprised at how simple it is to...
Oct 31, 2024 | Age 55+, Individuals
With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the groundwork for retirement. During...
Sep 19, 2024 | Age 55+, Family Finances, Individuals, Investing Basics
Many defined contribution plans include something called employer matching, meaning that your employer contributes a certain amount to your retirement savings plan based on your personal contribution. In 2024, individuals can contribute up to 23,000 into their 401(k)...
Aug 13, 2024 | Age 55+, Individuals
Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown, and the need to help protect the household against the loss of an income-earner has passed. If you are thinking about dropping your...
