What is the greatest risk they will face in retirement? Inflation, stock market risk, higher taxes, or the cost of health care? In reality, the greatest risk in retirement is not what you might think. Read more…
Retirement
Retirement planning for women: A guide
Women make up about half of the population. But there are many women out there who report that they feel unprepared for retirement. In fact, one survey by the U.S. Census Bureau found that 50% of a group of women aged 55 to 60 years old did not have any retirement...
How to protect your assets in a divorce
Divorce can be a challenging and emotional time by itself. The divorce process can be even more emotionally taxing when you know that divorce can leave your assets in jeopardy. As a result, it is crucial to take steps to protect your assets during this period. Whether...
Retirement planning for dentists: A brief intro
As a dentist, you have dedicated your career to helping others improve their oral health. But have you given enough thought to your own financial health? Retirement planning is crucial for dentists, as they face unique financial challenges and opportunities. From...
How to build a tax-advantaged charitable giving plan
Trusts can be an integral part of your financial planning process. When you place your assets in a trust, you can protect your assets and distribute them to who and what you want, when you want. In addition, you can appoint a trustee of your choosing to hold and...
How might the 2023 COLA increase affect retirees’ financial plans?
The Social Security Administration provides benefits to retired employees. These benefits can become a substantial part of your retirement plan, especially since they are adjusted according to each year’s cost-of-living expenses. By January 2023, Social Security and...
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