Retirement Planning
Articles from our nationally recognized, weekly blog.

Tax Implications of Selling Your Home in Retirement
Tax Implications of Selling Your Home in Retirement Retiring from the workforce can be an exciting and well-deserved transition, but it also brings about significant financial considerations. One of the most significant decisions retirees face is whether to sell their family home. While this can provide a substantial financial windfall, it’s crucial to understand the […]

Can a Mortgaged Property Be Placed in an Irrevocable Trust?
Can a Mortgaged Property Be Placed in an Irrevocable Trust? Navigating the complexities of estate planning can be a daunting task, especially when it comes to the interplay between mortgaged properties and irrevocable trusts. As individuals seek to safeguard their assets and help ensure a smooth transfer of wealth to their loved ones, understanding the […]

Managing Taxes on Investment Income in Retirement
Managing Taxes on Investment Income in Retirement Retirement is a time to enjoy the fruits of your lifelong labor, but it also comes with its fair share of financial responsibilities. One aspect that often catches retirees off-guard is the tax implications of their investment income. Understanding how to manage taxes on investment income can make […]

Key Retirement Milestones You Need to Know
Key Retirement Milestones You Need to Know As you embark on your journey toward retirement, it’s essential to be aware of the critical milestones that can shape your financial future. From eligibility for retirement accounts and social security benefits to Medicare enrollment, understanding these key age-based events can help you make informed decisions and maximize […]
Crafting Your Lasting Legacy: An Extensive Guide to Effective Estate Planning
Crafting Your Lasting Legacy Legacy planning is a crucial yet often overlooked aspect of personal finance. While no one enjoys contemplating their own mortality, having a well-structured estate plan in place can provide immense peace of mind and help ensure your assets are distributed according to your wishes. Whether you’re young, single, or have a […]

Strategies for Managing Debt in Retirement
Strategies for Managing Debt in Retirement As you approach your golden years, the prospect of retirement can be both exciting and daunting. While you may look forward to the freedom and relaxation that come with leaving the workforce, the specter of outstanding debts can cast a shadow over your plans. Debt, whether in the form […]

Navigating the Medicare Enrollment Process: How to Apply for Medicare
Navigating the Medicare Enrollment Process: How to Apply for Medicare Navigating the healthcare system can be a daunting task, especially when it comes to signing up for Medicare. As a government-sponsored health insurance program, Medicare provides coverage for millions of Americans aged 65 and older, as well as those with certain disabilities or end-stage renal […]


10 Essential Tips to Maximize Your Retirement Travel
10 Essential Tips to Maximize Your Retirement Travel Retirement is a time to embrace the world and explore new horizons, but the costs of globetrotting can quickly add up. However, with the right strategies, retirees can embark on enriching travel adventures without draining their savings. In this extensive guide, we’ll unveil 10 money-saving tips that […]

How Much Does Medicare Cost?
How Much Does Medicare Cost? Medicare is a crucial healthcare program that provides coverage for millions of Americans aged 65 and older, as well as those with certain disabilities. As with any healthcare plan, understanding the associated costs is crucial for individuals to make informed decisions and manage their healthcare expenses effectively. In this extensive […]

Tax Implications of Selling Your Home in Retirement
Tax Implications of Selling Your Home in Retirement Retiring from the workforce can be an exciting and well-deserved transition, but it also brings about significant financial considerations. One of the most significant decisions retirees face is whether to sell their family home. While this can provide a substantial financial windfall, it’s crucial to understand the […]

Can a Mortgaged Property Be Placed in an Irrevocable Trust?
Can a Mortgaged Property Be Placed in an Irrevocable Trust? Navigating the complexities of estate planning can be a daunting task, especially when it comes to the interplay between mortgaged properties and irrevocable trusts. As individuals seek to safeguard their assets and help ensure a smooth transfer of wealth to their loved ones, understanding the […]

Managing Taxes on Investment Income in Retirement
Managing Taxes on Investment Income in Retirement Retirement is a time to enjoy the fruits of your lifelong labor, but it also comes with its fair share of financial responsibilities. One aspect that often catches retirees off-guard is the tax implications of their investment income. Understanding how to manage taxes on investment income can make […]

Key Retirement Milestones You Need to Know
Key Retirement Milestones You Need to Know As you embark on your journey toward retirement, it’s essential to be aware of the critical milestones that can shape your financial future. From eligibility for retirement accounts and social security benefits to Medicare enrollment, understanding these key age-based events can help you make informed decisions and maximize […]
Crafting Your Lasting Legacy: An Extensive Guide to Effective Estate Planning
Crafting Your Lasting Legacy Legacy planning is a crucial yet often overlooked aspect of personal finance. While no one enjoys contemplating their own mortality, having a well-structured estate plan in place can provide immense peace of mind and help ensure your assets are distributed according to your wishes. Whether you’re young, single, or have a […]

Strategies for Managing Debt in Retirement
Strategies for Managing Debt in Retirement As you approach your golden years, the prospect of retirement can be both exciting and daunting. While you may look forward to the freedom and relaxation that come with leaving the workforce, the specter of outstanding debts can cast a shadow over your plans. Debt, whether in the form […]

Navigating the Medicare Enrollment Process: How to Apply for Medicare
Navigating the Medicare Enrollment Process: How to Apply for Medicare Navigating the healthcare system can be a daunting task, especially when it comes to signing up for Medicare. As a government-sponsored health insurance program, Medicare provides coverage for millions of Americans aged 65 and older, as well as those with certain disabilities or end-stage renal […]


10 Essential Tips to Maximize Your Retirement Travel
10 Essential Tips to Maximize Your Retirement Travel Retirement is a time to embrace the world and explore new horizons, but the costs of globetrotting can quickly add up. However, with the right strategies, retirees can embark on enriching travel adventures without draining their savings. In this extensive guide, we’ll unveil 10 money-saving tips that […]

How Much Does Medicare Cost?
How Much Does Medicare Cost? Medicare is a crucial healthcare program that provides coverage for millions of Americans aged 65 and older, as well as those with certain disabilities. As with any healthcare plan, understanding the associated costs is crucial for individuals to make informed decisions and manage their healthcare expenses effectively. In this extensive […]