Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in...
You know how life tends to throw in a few plot twists? They don't ask if you're ready. They just show up—with potential financial consequences tagging along. A layoff. A diagnosis...
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the...
Many people don’t regret being retired. They regret how they got there. 1 “I wish I had saved earlier.” “I didn’t think long-term care would matter.” “I should’ve waited to claim...
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity. This isn't new. But recent...
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little...
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for planning ahead. When...
You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project. But here’s the truth most...
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That...
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most important ones are easy to overlook. That’s one reason about 45%...
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.