Discover how understanding your lifestyle spending and anticipating future changes can lead to more effective financial planning. Continue reading
Tag Archives: Retirement
How to Plan for Longevity in Retirement: Will Your Savings Last?
Planning for retirement is a crucial step in securing your financial future. With increasing life expectancy, you must ensure your savings will last throughout your retirement. Here are some key considerations to help you plan for longevity in retirement and … Continue reading
Social Security Timing: Reframing Your Thinking For Better Decision-Making
Your brain uses mental shortcuts to help solve problems. While shortcuts can be quite helpful in many aspects of daily life, in other areas shortcuts may harm your decision-making. Social Security claiming is often one of these negatively impacted areas. Continue reading
Plan Smarter. Live Better.
Our lives are the cumulative result of the decisions we make every day. Just as in investing, the power of these decisions compounds over time. That’s why it’s so important to find a decision-making process that works for you. Continue reading
The Disappearing Act of Retiree Health Benefits – What Options Do You Have?
Employer-provided retiree health benefits are quickly becoming obsolete. KFF’s latest survey reveals a sharp decline in large employers offering these benefits, leaving individuals to seek other solutions. Hear Tyler Emrick, CFA®, CFP®, explore your options. Continue reading