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The Importance of Reviewing Your Estate Plan

The Importance of Reviewing Your Estate Plan

by Hannah Moore | Mar 21, 2023 | Goals, Nearing Retirement, Recently Retired

Is your will up to date? It’s easy to forget about your estate plan once you’ve made your will, but the truth is that it’s essential to update your end-of-life documents regularly. Family relationships, financial assets, and your own priorities can all change over...
Tax Filing for Retirees: What Seniors Need to Know

Tax Filing for Retirees: What Seniors Need to Know

by Hannah Moore | Mar 8, 2023 | Nearing Retirement, Recently Retired, Taxes

Once you retire, your federal tax liability may change. However, your specific living situation, retirement income, and financial circumstances can affect your taxes. But tax filing for retirees isn’t always straightforward, so you may want to work with a CPA when...
Reaching Your Goals Through Unconventional Means

Reaching Your Goals Through Unconventional Means

by Hannah Moore | Dec 21, 2022 | Established Career, Goals, Nearing Retirement, Personal Finance

Financial planning is all about creating a path to reach your goals. Whether you’re looking to retire, travel, buy a home, or launch a second career, having a financial plan gives you a path to make it happen. Unfortunately, the plans you make to reach your goals...
Rising Interest Rates: The Pros and Cons for Retirees

Rising Interest Rates: The Pros and Cons for Retirees

by Hannah Moore | Sep 21, 2022 | Investments, Nearing Retirement, Personal Finance, Recently Retired

Recent financial news pages are full of stories about rising interest rates. At the end of July, the Federal Reserve announced a 0.75-percentage-point hike in interest rates. This was the latest in a series of rate increases that started in March 2022. The Fed has...
Managing Your Finances When You’re Supporting Multiple Family Members

Managing Your Finances When You’re Supporting Multiple Family Members

by Hannah Moore | Sep 7, 2022 | Couples and Money, Established Career, Nearing Retirement

The so-called Sandwich Generation (adults supporting their aging parent(s) and their own children) is growing. In 2018, statistics showed that 12% of adults with a child living at home also provided unpaid care for an adult. And a recent survey showed that the...
Are You Making Financial Decisions Based on a Past Version of Yourself?

Are You Making Financial Decisions Based on a Past Version of Yourself?

by Hannah Moore | Aug 17, 2022 | Established Career, Financial Transitions, Nearing Retirement

Before you make your next financial decision, take a minute to ask yourself, “Is this what I really want right now?” The right now part of the question is the key. Chances are your answer today is different than it would have been a few years ago, but that’s exactly...
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  • The Externship: Why It Matters to Train and Inspire the Next Generation of Planners
  • What to Know About the SVB Collapse & Bank Failures
  • The Importance of Reviewing Your Estate Plan
  • Tax Filing for Retirees: What Seniors Need to Know
  • Improving Your Relationship With Your Finances: Tips to Love Your Money Well
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