Ladies, are you ready for retirement’s curveballs? ⚾️ Let’s dive into the surprising costs and timing factors that often catch women off guard. Don’t get blindsided!
Life Transitions
Social Security and Your Retirement: What to Expect
Financial professionals who work in Social Security planning frequently address concerns about the system’s future. It’s well known that the Social Security...
How Divorcees Can Manage Finances at Any Age
Divorce is often a significant life event with far-reaching consequences, including comprehensive financial implications. The consequences can vary greatly...
Why Women Need a Different Approach to Retirement Planning
Since societies first began measuring life expectancy in the late 17th century, it’s been observed that women tend to live longer than men. This makes...
Finding Purpose, Health & Identity in Retirement
Retirement is a time many people look forward to during their working lives. One of the key goals while working and investing, people commonly frame...
From Farm Roots to Financial Professional: Why Laura Became a Financial Advisor
Raised on a sunny dairy farm in Wisconsin, Laura Kuntz grasped the importance of hard work, discipline, and adaptability from a young age. As the second...
Financial Planning for Divorcees: Essential Divorce Checklist
Although going through a divorce can feel like an emotional roller coaster, managing your money is essential to moving on. Especially if your ex-partner...
The new magic number for retirement
The “magic number” for retirement in the U.S. has risen faster than the inflation rate in recent years. Let’s look at this number and what it means when investing for retirement.
Planning during the retirement “trough years”
For many, the significant drop in income during the early-retirement years can be a great time to engage in tax planning.
The fundamentals of 529 plans
Education is expensive, but there are ways to mitigate those costs. Learn the basics about 529 plans.
Retirement planning beyond running the numbers
The emotional and psychological aspects of a retirement plan are as important as the financial ones.
First steps in getting a divorce may surprise you
When people get divorced, they often think the first step is to get an attorney. Attorney guidance is important. At the same time, there are other important steps you should take early in the process.
7 ways the Secure 2.0 Act changes retirement plans
A new law could change the way you save for retirement and use your retirement funds. We explain the law’s key provisions.
What are your retirement insurance needs? You might be surprised.
Retirement brings a lot of changes. While they might not be at the top of your list, don’t overlook your retirement insurance needs.
How to help aging parents with their finances
Help from adult children usually progresses over time. Here are some tips for each stage as you manage more and more financial matters.