Most Recent Financial & Life Transitions Articles
Incorporating Social Security Benefits with Retirement Planning
Determining when to take social security, as well as planning for your future benefit, is such an important part of [...]
Top Considerations for Choosing Pension Benefits
Ask yourself the question, if you passed early in your retirement, would your choices leave your spouse enough income to live comfortably and cover the increasing costs of healthcare? Choosing a spousal benefit that will protect your spouse in case something unexpected happens is extremely important.
10 Least Tax-Friendly States for Retirees 2016
Retirees have special concerns when evaluating state tax policies. For instance, the mortgage might be paid off, but how bad [...]
A Personal Legacy Letter: What I Want My Loved Ones To Know
In this age of on-the-fly communication (e-mail, instant messages, voice mail) do you ever wish for a way to [...]
Values-Based Retirement Planning
In the past, the transition to retirement has been viewed solely as an economic event. As a result, the [...]
Retirement Expectations
Retirement will trigger changes in every area of your life. As you anticipate and prepare for this stage of [...]
