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Retirement

Can You Retire?

Can You Retire?

Ever wonder if you could retire at an early age? Or with a specific annual income or lifestyle? Or quite simply, if you could retire at all? Many of our clients have had these same questions that you might be asking yourself.

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Retirement Living Alternatives to Staying Put

Retirement Living Alternatives to Staying Put

When it comes to post-retirement living, there are many options to choose from. In our last blog post, we focused on the benefits and considerations for staying put after retirement. However, this is far from the only possibility, and it may not be the best one for you. With that in mind, we would like to take this opportunity to look at three retirement living alternatives to staying put.

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Will you be hit by IRMAA in 2018?

Will you be hit by IRMAA in 2018?

Are you turning 65 next year and about to start Medicare? Will you have high income while you are on Medicare? If yes, you are most likely going to be a victim of IRMAA – Income Related Monthly Adjustment Amounts. Much like the storm, this too will put a dent in your pocket, in terms of higher Medicare premium amounts every month. But unlike the storm from which there was no escape, a few planning techniques can go a long way in saving you some of that hard-earned money.

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Downsizing Your Home:  The Good, The Bad and The Ugly

Downsizing Your Home: The Good, The Bad and The Ugly

It might be time to give up on your dream home! Even though it is exactly what you wanted, maybe you raised your kids in that home or spent 25 years there, you might realize that the upkeep needed to maintain it takes too much time, energy, and money. Downsizing your home might be an option you should consider.

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