Help! It's Tax Season. Do I Need A CPA?
Do you need a CPA? Luckily our very own Jennifer Climo, who is a CPA herself, wrote an article for Exhale Lifestyle addressing this very topic.
How To Protect Your Retirement
While retirement is a chance to begin a new chapter, that does not mean it comes without financial risks. One of the most troubling is the potential for needing long-term care. According to longtermcare.gov an individual turning age 65 has almost a 70% chance of needing some form of long-term care service at some point in their life. With the costs of healthcare continually on the rise, what have you done to prepare to ensure you and your family are taken care of?
To Delay, or Not To Delay. That is the Question
For most people, from the time they begin work they also start paying Social Security taxes. For many, the time to collect comes up faster than they think, and they are forced to answer the question, when do I collect? As financial advisors this is a question we help our clients with on a regular basis. We hope to give you some thoughts on the age-old question, to delay, or not to delay.
What's The Value of a Financial Advisor Anyway?
In today's digital age, almost anything you could ever want to know can be found online. Have a leaky faucet? Watch a YouTube video on how to fix it. Want to find high-interest fee-free savings accounts? Just Google it. Have the urge to learn how to code? Enroll in a free course online. With the wealth of information found on the internet this begs the question, do I really need a financial advisor?
How Will I Ever Afford Healthcare Costs In Retirement? Maybe It's Not As Bad As We Think
We all see the startling headlines about how much healthcare costs and that it is continually going up. Fidelity recently came out with a study that estimates that a 65 year-old couple who retired in 2018 can expect to spend around $280,000 for health related expenses in retirement! This leaves many pre-retirees wondering, how am I ever going to afford that along with all my other expenses?
5 Financial New Year's Resolutions Anyone Can Stick To
Where does the time go? Another year came, and another year went. Did you stick to all your New Year's resolutions in 2018? If you didn't, you're not alone. But don't get discouraged, you get another chance to stick to your goals in 2019. That's why we created a list of 5 bite sized resolutions that anyone can stick to.