A Growing Need
The cost of long-term care went up again in 2017, this time at three times the rate of inflation, according to the Genworth “2017 Cost of Care Survey,” released recently. […]
Within your Means
Short and sweet today, but critical advice to remember for retirement security: your retirement lifestyle needs to align with your savings level. Many people assume that once they retire, they’ll […]
Playing Catch-Up
At a certain age, you are allowed to boost your yearly retirement account contributions. For example, you can direct an extra $1,000 per year into a Roth or traditional IRA […]
The Lucky 37
Although the IRS imposes income tax on the Social Security benefits of certain senior citizens, the majority of states don’t. In fact, only 13 states tax Social Security benefits, and […]
Executor Decision
Passing on some good advice from a fellow CFP® professional – who also happens to be an estate planning attorney – regarding how to pick you estate executor. While the […]