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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...
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...
Saving vs. Spending Money in Retirement: How to Change Your Perspective

Saving vs. Spending Money in Retirement: How to Change Your Perspective

by Hannah Moore | Jun 1, 2022 | Goals, Nearing Retirement, Recently Retired

The transition to retirement can be an overwhelming experience; it often takes a while to get out of that work mindset and decide how to structure your days now that you aren’t spending them at the office. Many people find the financial transition to be challenging as...
Unconventional Retirement Planning Advice: Enjoy the Moment

Unconventional Retirement Planning Advice: Enjoy the Moment

by Hannah Moore | May 18, 2022 | Financial Transitions, Nearing Retirement, Recently Retired

A lot of traditional retirement planning advice is all about the future. The goal is to save as much as possible, maximize your retirement contributions, and find an investment strategy that offers the right combination of risk and reward. While each of these things...
What to Expect When Planning for Health Insurance in Retirement

What to Expect When Planning for Health Insurance in Retirement

by Hannah Moore | Mar 15, 2022 | Financial Transitions, Healthcare, Nearing Retirement, Recently Retired

For many people, one of the biggest concerns about retirement is the high cost of medical expenses. As you grow older, you will probably need more frequent visits to the doctor, and you may rely on expensive medications to maintain your health. It can be scary to look...
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