The Importance of Estate Planning: Protecting Your Family’s Future

Graphic of an old couple looking at each other and smiling

​​Estate planning might seem like a concern for the distant future or something only the wealthy need to consider. However, regardless of your age or economic status, estate planning is crucial in managing your assets and ensuring your family’s future is secure. This comprehensive guide will outline why estate planning is essential and how it […]

10 Tips For Retiring Early And Enjoy Your Golden Years

Graphic of a happy couple in retirement

Retiring early is a dream for many. Being able to travel, pick up new hobbies, relax, and more time spent with loved ones is something we all look forward to as we get older.  But the reality is early retirement requires careful planning, disciplined saving, and financial dedication to achieve. And unfortunately, only about half of […]

9 Effective Tips: Teach Children to Save Money & Instill Financial Responsibility

Graphic of dad and son on a computer learning about investing

Instilling good financial habits in children is crucial for their future success. Teaching them to save money early on gives them a head start in managing personal finances and fosters discipline and responsibility. With a child of my own, I understand the importance of equipping children with the knowledge and skills needed to build a […]

Which States Won’t Tax Your Military Retirement?

Infographic of a man in the US with a map for military retirement

Retirement is an exciting word, regardless of your career path. However, there is something especially special about retiring from the United States military.  Did you know that only 7.3% of veterans receive retirement benefits? So, if you or your loved one are preparing for this momentous occasion, congratulations! And thank you for your service.  To […]

The Difference Between a 401(k) and 403(b)

Infographic of two people reading about different types of investments

When it comes to retirement planning, it’s important to understand your options and pick the best plan for your financial future. Two popular options in the United States are the 401(k) and the 403(b) retirement plans. While they share many similarities, there are key differences between these two plans that can affect your savings and […]

12 Things To Consider Before Retiring Outside the US

Infographic of an older couple looking at a map while traveling

Retiring outside the United States can be an appealing option for many reasons— lower cost of living, better weather, and a change of scenery are just a few. But there are some important things to consider before making the big move. This blog post will outline 12 things retirees should take into account before taking […]

6 Tax Deductions for Seniors to Take Advantage of Today

Older person cutting money to show tax deductions for seniors

As people age, their tax situation can change significantly.  There are certain deductions and credits that become available to them that may not have been before. In this blog post, we will discuss the top tax deductions for seniors, including when you are considered a senior and how it changes your taxes, as well as […]