Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Reasons to retain your coverage into your retirement years.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The tax rules that govern donating art are complex and confusing. Take a closer look.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is your plan for health care during retirement?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations?
For women, retirement strategy is a long race. It’s helpful to know the route.