Observations

In late 2022, a bill called SECURE 2.0 was signed into law.  There’s nothing revolutionary in the law; it’s more of a kitchen sink of

One of the most critical decisions regarding retirement is when you choose to take your Social Security benefits. Deciding when to claim Social Security can

Q:  When I look at the approximate amount of money I think I need to retire, I calculate that I’ll need to save half my

Throughout human history, the meaning of economic security has evolved. For the ancient Greeks, security meant stockpiles of olive oil. Olive oil could be stored

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. Here you will find a brief

Some of the most common questions we get when meeting with our financial planning clients that have retired or are thinking about retirement revolve around