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Long-Term Care Awareness Month
As we observe Long-Term Care Awareness Month this November, it is an opportune time to have important conversations about our future needs. Thinking about aging or sudden health changes can be difficult, but preparation can help you feel more confident about the years ahead. Statistics show that the need for support is more common than many realize, as approximately 70% [...]
Staying Active in Retirement: Supporting Your Health and Financial Plan
Retirement marks the beginning of an exciting new chapter, as leaving the workforce offers you the freedom to focus on what matters most to you. But to truly enjoy those years, maintaining a proactive focus on your physical well-being is just as important as managing your finances. That said, healthcare costs can be one of the largest and most unpredictable [...]
Golden Years, Golden Leaves: Top Late-Season Autumn Trips
Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. From coastal vistas to mountain passes, these top U.S. destinations pair breathtaking fall color with scenic drives, easy accessibility, and vibrant local culture. Destination Peak Season Highlights Asheville, North Carolina Mid-Oct – Early Nov A long [...]
Rethinking the Million-Dollar Retirement Benchmark
If you search for retirement advice online, you’ll often find that $1,000,000 seems to be a recurring target number. But is that a goal you should be saving for, or is it outdated advice? Q: Where did the $1 million retirement benchmark come from? A: Historically, $1 million became the goal when it was popularized alongside the 4% Rule in [...]
Trump Accounts: Building Wealth for the Next Generation
As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education or brokerage accounts (including UTMA & UGMA custodial accounts), but there’s a new option available starting this year: Section 530A accounts, also known as Trump Accounts. Established under the [...]
How Home Sales Are Taxed: What Every Homeowner Should Know
Selling a home is a significant financial event, and understanding the tax implications can help homeowners protect their profit and avoid unexpected liabilities. When you sell your residence, the gain you realize may be subject to capital gains tax, but in many cases, favorable tax rules can help reduce that tax burden. Let’s take a look at how the tax [...]
Income Tax vs. Capital Gains Tax: What’s the Difference?
Understanding the difference between income tax and capital gains tax is a key part of smart financial planning. While both are ways the government collects revenue, they apply to very different types of money you receive. Here are the questions you most likely have, and the answers that can help you understand the basics of these two tax categories. Q: [...]
How Do I Know If I Need an Estate Plan?
If you’ve ever thought that estate planning is only for the ultra-rich or that you can wait until later in life, you’re not alone. But estate planning is important to consider at any age and is a fundamental part of a comprehensive financial plan. And it’s not just about what happens to your stuff when you’re gone! How can estate [...]
