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Estate Planning Basics for Retirees
Estate planning isn’t just for the ultra-wealthy. It’s about keeping control, minimizing hassle, and making things easier for your loved ones. The goal of this post is to help you
Long-Term Care Planning
When it comes to retirement planning, there are three major risks to address: Longevity risk (outliving your money) Market risk (investments underperforming) Spending shocks (unexpected large expenses) Long-term care is
Healthcare in Retirement
Retirement planning is not just about income and investments. It is also about protecting yourself from health-related expenses that could derail your plan. In my last post, I covered the
Insurance Planning for Retirement
Retirement isn’t the end of your insurance needs. The needs simply shift. While you’re working, insurance protects your income. It steps in if you become disabled or die before reaching
When & How to Claim Social Security
You’ve built a plan, started investing in the right accounts, and chosen a mix of low-cost, globally diversified investments. Now it’s time to talk about one of the most important
Tom’s 2025 Q2 Economic Update
Please Note: This article contains several acronyms and technical terms. Please refer to the glossary at the end for definitions, or contact a member of our team for further clarification.