Financial Insight Blog2022-10-28T18:07:10+00:00

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4 Birthdays Crucial to Your Pre-Retirement Plan

There are many important birthdays when it comes to retirement planning. So, as you approach your retirement, it’s crucial to have a few of these in mind as key milestones. Here are 4 important birthdays to make note of as you set up your financial future:   Catch-Up Contributions Begin at Age 50 When you reach age 50, you can [...]

November 6th, 2023|Retirement Planning|

Social Security Strategies to Discuss with a Financial Professional

Everyone’s financial situation is different. Loan status, job situation, and the age of your kids all significantly impact your financial situation as you approach retirement. When it comes to Social Security there are a lot of different factors to consider, and the right path forward may not be apparent to you. Just because someone else made a similar financial move [...]

October 30th, 2023|Social Security|

Remember the Benefits of Estate Planning

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one. The truth [...]

October 23rd, 2023|Estate Planning|

Don’t Forget that Medicare Open Enrollment is Here!

From October 15 to December 7, Medicare has an open enrollment period.[1] This is the time when you can change your health plan and prescription drug coverage to adapt to your needs.[1] Every year, there are changes to Medicare health plans and networks, so make sure that you know if your coverage is changing.[1]  If your coverage stays the same [...]

October 17th, 2023|Healthcare & Medicare|

Reexamining the Retirement Investment Portfolio

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well. When it comes to retirement, there’s another aspect of income generation that is introduced. But no [...]

October 9th, 2023|Investing, Retirement Income|

Why October is a Crucial Time for Retirees

Now that the temperature is getting colder and we’re heading into October, there is something very important on the horizon for retirees: the announcement of the 2023 COLA for Social Security. COLA stands for “cost of living adjustment,” and it is essentially a yearly increase to Social Security payouts.[1] Every year, Social Security is increased by a percentage that is [...]

October 2nd, 2023|Social Security|

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