OUR BLOGS
Featured Articles
Welcome to your go-to space for insightful, expert-driven content to help you make informed decisions about your retirement. Whether you’re just starting to plan or fine-tuning your strategy, these carefully curated articles offer valuable knowledge and actionable advice to guide you toward a secure and fulfilling retirement.
Dive into these must-read pieces, packed with essential tips and strategies.
Step-by-Step Guide to Calculating Your Pension
Learn how to accurately calculate your pension benefits and plan for a comfortable retirement.
Simplifying Estate Planning for Busy Single Parents
Having a trust sounds important, but if you're like many single parents, finding time to figure out what it actually is can be tough.
How Are Social Security Retirement Benefits Calculated?
Demystify the complexities of Social Security and learn how to calculate your benefits for a more predictable future.
Should You Wait to Collect Social Security?
.
Explore the advantages and drawbacks of delaying your Social Security benefits, and find out how timing can impact your financial wellbeing in retirement.
Â
Pension Strength Concerns: Worry of California Educators' Retirement
Many rely heavily on the CalSTRS to fund their golden years. Yet, the looming funding gap—currently over $100 billion—raises questions about whether the system can continue to meet its long-term obligations.
How to Give Financial Gifts to Loved Ones Leaving a Legacy
.
Explore thoughtful strategies for giving financial gifts to your loved ones while leaving a lasting legacy. Learn how to maximize impact, minimize taxes, and ensure your generosity creates a meaningful future.
Inherited IRA and Pension Benefits, Considerations for Beneficiaries
Understand the key considerations for beneficiaries of inherited IRAs and pension benefits. Learn about tax implications, distribution options, and strategies to maximize these valuable assets.
Retirement Planning for Teachers: A Comprehensive Guide
Many teachers, after years of hard work, find themselves financially unprepared to retire when they want or to maintain the lifestyle they envisioned. This underscores the importance of proactive retirement planning.
The True Power of Money: Gaining Control Over Your Time
Explore thoughtful strategies for giving financial gifts to your loved ones while leaving a lasting legacy. Learn how to maximize impact, minimize taxes, and ensure your generosity creates a meaningful future.
Understanding the Difference Between a Trust and a Will
.
It’s easy to push estate planning to the back burner, but creating a trust might be one of the most important things you do for yourself. Here’s why.Â
Â
Why Do We Get So Emotional About Money?
.
Why do discussions around money, finance, and economics provoke such strong reactions?
Â
Â
How Emotional Decisions Keep Us Stressed About Retirement
.
The truth is, money isn’t as logical as we think it should be. Many of us approach it from an emotional point of view, without realizing it.
Â
Â
Why Women Leave Their Financial Advisors
.
Nearly 80% of widows leave their financial advisors within a year of their spouse's death. A deeper look reveals that nearly one-third of women report that advisors fail to understand their unique needs, and almost half say that their advisors lack a personal connection with them.
Estate Planning for Single Parents: How to Protect Your Assets
Probate is often viewed as a complicated and costly part of estate planning, associated with delays, disputes, and a lack of privacy. However, with some simple strategies, you can keep your investments and assets out of probate court, making the process smoother for your loved ones.
Top 5 Reasons to Review Your Life Insurance Annually
.
Every year, we meet with people who have purchased their insurance years before and still need to update critical information. Not only could it postpone the disbursement to our loved ones in the event of an unforeseen tragedy, but it might also lead to the life insurance policy undergoing probate, further delaying the transfer of benefits to our beneficiaries.
Get Educated About Your Finances: It Doesn’t Have to Be a Chore
Many people believe that understanding finances means subscribing to the New York Times or aspiring to be like Warren Buffet. However, the truth is that very few people have the opportunity and circumstances to reach such heights. ...success often comes from unique opportunities and circumstances.
Â
