Is Relocating in Retirement Right for You?

Is Relocating in Retirement Right for You?

Moving is a big decision during any stage of life, but there are important considerations to keep in mind if you’re thinking about picking up and starting new in retirement. Ask yourself these questions to help clarify if relocating is the right move for you.

8-Steps to Help You Prepare for a Personal Health Crisis

8-Steps to Help You Prepare for a Personal Health Crisis

Making critical financial or health care choices now, can ensure you and your loved ones know what to do and when, and have essential information when it’s needed most. Read More >

Cryptocurrency – Earning, Storing, and Spending (Part 2 of 3)

Cryptocurrency – Earning, Storing, and Spending (Part 2 of 3)

In part 1 of our three-part series, we introduced cryptocurrency in general. Next, let’s explore the challenges and opportunities that exist for those hoping to earn, store, and spend their bitcoin or similar crypto assets.

The Incoming Administration and plans for Social Security

The Incoming Administration and plans for Social Security

Under the Biden Administration's social security plan, the 12.4% Social Security tax would be collected on earnings up to the regular wage base ($142,800 in 2021) as well as on earnings over $400,000. These additional revenues would be used to expand benefits for specific groups of people. Find out how this might apply to you.

What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?

What Is Fiduciary Investment Advice, and  Why Does It Matter (Now More Than Ever)?

How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals. Read More >