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retirement can sneak up on you
Retirement

Retirement Can Sneak Up on You

We’ve all read so many articles reminding us to start early with our retirement savings. But, considering all of the different financial obligations that seem to happen along the way, some of them expected and some not, sometimes retirement sneaks up on you. Before you know it, you may realize you’re only five to ten

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Reevaluate your budget
Retirement

Reevaluate Your Budget

A new year often means a fresh start! Reevaluating your financial needs, budget, and savings is also often done now. Building a budget or adjusting the one you already have is one step, as is looking honestly at any debt. Another important step is making sure that your emergency savings are secure, and that your

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COLA
Retirement

The 2022 Cost of Living Adjustment

With 2022 just beginning, we thought we’d share with you some of the changes to Social Security. The Social Security Administration has issued a 5.9% cost-of-living adjustment (known as a “COLA”) for 2022, the largest COLA in nearly 40 years. How much of a difference this will make in your life really depends on your

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2022
Retirement

Review Your Strategy for the New Year

Over the past few weeks we’ve made posts regarding some of the things to think about when providing for your family’s future and protecting what you’ve worked for. As we enter the New Year, there are also strategies you can think about putting in place to pass on your legacy. Just as your life changes

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retirement goals road map
annuities

Retirement Road Map

Take the first step to protect yourself. The pandemic has created a lot of unexpected events, has impacted the markets, and has caused each of us to adapt to the changes. Now is a good time to review how your needs may have changed and what you’ll need to adjust in the future. To get

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Stock market
Retirement

Protecting Yourself From Risk

As we’ve talked about before, investment risk is a risk that everyone shares. Having a portfolio of products aligned with your risk tolerance and time horizon is important to protect against market risks. As you age, your time horizon and risk tolerance will most likely change. It is important to review the time horizon associated

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