Tag: Retirement Planning

It’s June again, and along with the welcoming of the long summer months, we also can celebrate PRIDE! In the spirit of Pride month, we wanted to take some time to discuss nuances in financial planning for LGBTQIA+ couples. As with many things in our world, much of the investment advice and information out there [...]

Market volatility can provide plenty of opportunities for portfolio rebalancing and this is especially true when markets enter “correction mode”. Market corrections are associated with price declines of 20% or more. As many of you know, we are actively monitoring investment portfolios for rebalancing opportunities to take advantage of market corrections. In addition to portfolio [...]

If you’re planning to retire early, remember to include the cost of health insurance in your financial plan. Medicare eligibility begins at age 65, but until that time you’ll need to enroll in a private insurance plan.  Be sure to check your eligibility with COBRA from your prior employer as well.  COBRA premiums can be [...]

“Choose a job you love and you’ll never have to work a day in your life” ~ Confucius. As you approach retirement age, the first step to set yourself on a path for a successful retirement is to envision what that successful retirement will look like. Being able to visualize what you want for your [...]