Apr 11, 2024 | Articles, Financial Planning
Understanding which factors in your life now will affect your retirement is a crucial step of financial planning. In this article, we’ll help answer a question we hear all the time: “How long will my retirement savings last?”
Apr 3, 2024 | Articles, Financial Planning, Wealth Management
What exactly is infinite banking? How does it differ from traditional banking? And is it right for you and your retirement? Let’s take a look.
Mar 4, 2024 | Articles, Financial Planning, Social Security
Knowing when to apply for Social Security can significantly impact your retirement income. Understand how your age, financial goals, and longevity affect the timing—whether claiming early, at full retirement age, or delaying benefits to maximize monthly payouts.
Jan 31, 2024 | Articles, Financial Planning, Social Security, Wealth Management
As you save money for your future, have you ever projected what your monthly “paycheck” will be in retirement? The amount of monthly income you’ll need and recieve is an important number in your overall financial plan. So, what is a good monthly retirement income? Read this article to find out.
Jan 12, 2024 | Articles, Legacy, Wealth Management
The FBI found that senior citizens lost almost $1 billion due to scams in 2020. The average loss per victim over age 65 was $9,175—but nearly 2,000 American seniors lost $100,000 or more. Here’s what to do if identity theft happens to you.