Health Care Planning in Retirement
At least two things are certain in retirement: Taxes and health care expenses. In this month’s blog post I share with you my thoughts about planning for health care costs, including how to use Medicar... ...more
Retirement ,Health Care
September 05, 2024•0 min read
Seven Strategies for a Fulfilling and Happy Retirement
As in life, there’s more to retirement than having enough money. Here's some suggestions about meaningful ways to continue to devote your talents and energies in retirement. ...more
Retirement
May 02, 2024•2 min read
Key Numbers as You Plan for 2024
Here's some key data that can equip you for prudent tax planning. With this month’s article we'll dive into some tax details and take a look ahead into the coming year. ...more
Retirement ,Tax
January 05, 2024•7 min read
Our Year End Financial To-Do List
It’s that time of year when you make lists…and then check them twice. This month's article is designed to help you check off your year-end financial to-do items. ...more
Retirement ,Financial Planning &Tax
December 07, 2023•6 min read
Retirement Health Care
I provide a brief overview of Medicare and outline how you can position yourself favorably for healthcare in retirement. ...more
Retirement ,Health Care
September 07, 2023•5 min read
Plan for a Comfortable Retirement
Let's think through what you want from retirement—and we'll some take inspiration from the radical FIRE approach to retirement saving. ...more
Retirement
May 12, 2023•5 min read