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Jan 28, 2021

According to research from Fidelity Investments, retirees should expect to pay $295,000 for healthcare during their retirement years, and this doesn’t include the costs of long-term care. Guest speaker and author Philip Moeller says that while retirees can find many ways to lower their healthcare costs, it takes a lot...


Jan 20, 2021

The start of a new year is always a good time to take a closer look at where you are financially and figure out whether certain changes may help you boost your retirement readiness. While there are many things you can do, here are four steps you might want to move to the top of your "to consider" list.   


Jan 19, 2021

If you and your spouse or partner make less than $150,000 (if filing jointly) or $75,000 (if filing as individuals), you should have received an economic stimulus payment ($2,400 for couples, $1,200 for individuals) that was part of last year’s COVID-19 relief legislation. In January of 2021, you should also...


Jan 6, 2021

Many people who are approaching or in retirement are asking similar questions: What value do I offer if I no longer have a full-time job? What will I do all day? Can I afford to live the way I want do? In his new book, Shifting Gears: 50 Baby Boomers Share Their Meaningful Journeys in Retirement, author and retiree...