Legacy Planning: Creating a Lasting Impact for Your Family

There’s more to legacy planning than financial considerations, so learn how to pass on your values and mission, too.

People sometimes use the terms “legacy planning” and “estate planning” interchangeably, but that isn’t accurate. Unlike estate planning, legacy planning goes beyond financial considerations; it’s about leaving a lasting impact on your family and future generations. As you navigate the complexities of estate planning, taking a proactive approach to legacy planning allows you to shape […]

Strategies for Living Well in Retirement: Balancing Budget and Lifestyle

Living well in retirement requires that you balance enjoyment with financial security by spending mindfully.

Retirement is a well-deserved phase of life, offering the freedom to enjoy your time as you please after many years of hard work and sacrifice. However, achieving a balance between your budget and desired lifestyle is crucial for a fulfilling and sustainable retirement. In this article, we’ll explore strategies around living well in retirement while […]

Creating a Sustainable Retirement Income Stream

When you retire with a sustainable retirement income stream, you can enjoy your golden years free from financial worry.

Retirement marks a new chapter in life, and a key aspect of this journey is ensuring a reliable and sustainable retirement income stream to support your lifestyle. Crafting a sustainable retirement income plan requires careful consideration of various factors, including investment strategies, withdrawal approaches, and risk management. In this comprehensive guide, we’ll explore the essential […]

Navigating RMDs: Strategies for Minimizing Tax Impacts

Understanding the relationship between RMDs and taxes can help retirees retain more of their wealth over time.

Reaching the age of 72 marks an important milestone for retirement account holders—the onset of Required Minimum Distributions (RMDs). While these mandatory withdrawals from retirement accounts are a part of the financial landscape, savvy investors can employ strategies to minimize the tax impacts of RMDs. In this article, we’ll explore the ins and outs of […]

Understanding the Implications of Early Retirement on Taxes

Understanding early retirement tax implications is critical as you plan to leave the workforce.

The prospect of early retirement is exciting for many people. It can allow you to enjoy more leisure time and pursue personal passions – sometimes decades earlier than your peers who continue in the workforce. However, the decision to retire early comes with financial considerations, particularly concerning taxes. In this article, we’ll explore important early […]

Understanding Medicare: Planning for Healthcare in Retirement

Navigating Medicare can be challenging, but taking the time to develop a plan suited to your needs is critical.

As you plan for the golden years of retirement, one crucial aspect that demands attention is healthcare. Not only does the state of your health impact how much you’ll get to enjoy this phase of life, but it can impact your financial security, too. Medicare, the federal health insurance program for individuals aged 65 and […]

Roth vs. Traditional IRAs: Tailoring Your Retirement Savings Plan

Roth vs. Traditional IRAs: Learn what you need to know about eligibility, tax treatment, withdrawal flexibility and more.

As you consider how to best build a secure financial future, one key decision you’ll face is choosing between Roth and Traditional Individual Retirement Accounts (IRAs). Each type of IRA offers unique advantages and considerations, and the choice between them depends on your financial goals and individual circumstances. In this article, we’ll explore the features […]

Building a Legacy: Estate Planning for Couples

Estate planning for couples should include clarifying your values, goals, and the legacy you wish to leave behind.

Estate planning can be a difficult topic to address because it means thinking about your own mortality or that of your loved ones. However, consider that it is not just about preparing for the inevitable; it’s a powerful tool for couples to build a lasting legacy that reflects their values and ensures the financial well-being […]

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Milestone Birthdays Guide - Birthdays Over 50 Worth Celebrating


Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

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