by | Nov 4, 2024 | Uncategorized
Long-Term Care Awareness Month: Understanding the Importance of LTCI Each November, Long-Term Care Awareness Month serves as a reminder of the importance of preparing for the possibility of needing long-term care (LTC) services in the future. With aging populations...
by | Nov 1, 2024 | Uncategorized
As retirement approaches, Social Security remains a critical piece of the puzzle for millions of Americans. With recent changes, including cost-of-living adjustments and shifts in claiming strategies, questions are on the rise. Here’s a breakdown of the most pressing...
by | Oct 30, 2024 | Uncategorized
As the upcoming election approaches, retirement planning questions are top of mind for many Americans. With potential policy shifts that could impact Social Security, Medicare, taxes, and even market stability, retirees and those nearing retirement are wondering how...
by | Oct 28, 2024 | Uncategorized
When it comes to financial planning, the debate between commissions and fees has been ongoing for years. Many clients are unsure whether they are getting the best deal or if they are being misled. The mainstream narrative often paints fees as a more transparent,...
by | Oct 24, 2024 | Uncategorized
National Retirement Security Week (NRSW), held annually during the third week of October, is a campaign dedicated to raising awareness about the importance of retirement planning. Originally established in 2006 by the U.S. Senate, this observance encourages Americans...
by | Oct 23, 2024 | Uncategorized
Essential Questions to Ask Your Financial Advisor About Your Portfolio and During Annual Reviews When it comes to managing your finances, staying informed and engaged is crucial. Regularly discussing your investment strategy and financial plans with your advisor can...
