Closing a Retirement Income Gap
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When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and...
Ananda Das
4 min read
Market in Review: Q3 2024 - Rates Cut and Markets Run
Despite brief volatility in August, the MSCI All Country World IMI Index returned 6.8% for the third quarter, marking the index’s fourth...
Chad Lawyer
3 min read
How Your Money Mentality Should Change in Retirement
Reaching retirement can feel like crossing the finish line at the end of a 30-, 40-, or even 50-year-long marathon. Therefore, many of us...
Ananda Das
2 min read
Why a Stock Peak Isn’t a Cliff
Many investors may think a market high signals that stocks are overvalued or have reached a ceiling. However, they may be surprised to...
Chad Lawyer
3 min read
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to...
Chad Lawyer
3 min read
Maximize Your Medicare Deductions
Medicare is a vital resource for many Americans and has many benefits that you might not even know about. From free health exams to...
Chad Lawyer
3 min read
9 Questions to Ask Yourself During the Estate Planning Process
The estate planning process can feel overwhelming and forever ongoing - especially if you’re taking it on alone. As you try to address...
Chad Lawyer
3 min read
It's That Time of Year Again, Medicare Open Enrollment. What Does That Means For You?
Medicare’s open enrollment period happens once a year between October 15th and December 7th. During this time, current Medicare...
Ananda Das
3 min read
5 Compelling Reasons to Consider Working in Retirement
In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting. Labor...
Chad Lawyer
3 min read
How to Maximize Social Security Spousal Benefits For Your Long Term Success
For many Americans, Social Security is the bedrock of their entire retirement income plan. When it comes to claiming Social Security...
Chad Lawyer
3 min read
How to Estimate What Your Social Security Payments Will Be
In 2024, the average monthly social security benefit for retired workers was $1,907. Whether this amount seems like a lot or a little...
Chad Lawyer
3 min read
Debt After Death: Protecting Your Estate and Heirs for Pre-Retirees and Retirees
When it comes to our inevitable death, chances are, we’re all going to have at least a little bit of debt. Examples include common...
Chad Lawyer
2 min read
Creating an Estate Plan for Pre-Retirees and Retirees
You may receive some estate planning advice: "Write a will, get it notarized, etc.” You already knew how to do that. It would be best to...