Embracing Retirement: Live a Fulfilling Retirement Lifestyle

Ready to craft a fulfilling retirement? Embrace a new chapter of life brimming with opportunities for self-exploration and independence. Our article, “Preparing for Your “Next Act”: It’s More About Money” provides tips to guide your journey. Now, we share ideas for living your best retirement, including how to strike a balance between planning and making […]

Preparing for Your “Next Act”: It’s about More Than Money

Retirement You’ve worked and planned for it for years, and it’s right around the corner: retirement. You’ve budgeted, kept a close eye on your IRA, 401(k), or other retirement accounts, you’ve estimated your income from Social Security and pensions, and you’re ready to ease into a time in life when you can spend more time […]

On the Road Again: Travel Tips for Grandparents

With summer coming, it’s the time when many Americans start thinking about summer travel plans, whether that means beach time, touring a national park, or even traveling across the ocean to experience the culture in a different country. Summer travel season is also the time when many grandparents enjoy excursions with their grandchildren. A fun […]

Disability Insurance and Your Financial Plan

It would be difficult to find a breadwinner in any family who doesn’t understand the importance of life insurance in providing protection for those dependent on their income in the event of their passing. Likewise, most of us wouldn’t even consider buying a home without properly insuring the house against disaster or mishap (and our […]

Annuities 101: What Are They, and Do You Need One?

If you’re a regular reader of the financial media, you’ve probably seen headlines or pop-up ads about annuities. Sometimes, the message is that if you don’t have an annuity, you’re missing out on the greatest retirement funding idea since the invention of currency. On the other hand, the message might be that you should never […]

More SECURE: New Opportunities for Your Retirement Accounts

As part of the whopping $1.7 trillion omnibus spending bill that passed Congress just before the end of 2022, new provisions for retirement accounts—dubbed SECURE 2.0, since it largely updates the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019—offer many Americans a better opportunity to save for retirement and other important financial […]

A Year-End Gift for Plan Participants: SECURE 2.0

As part of the $1.7 trillion omnibus appropriations bill that passed Congress just before the holiday break, some major changes are coming for employer-sponsored plans like 401Ks (for-profit businesses) and 403Bs (educational and nonprofit organizations). The SECURE 2.0 (Setting Every Community Up for Retirement Enhancement) Act of 2022 has gone to President Biden’s desk after […]

Your Home and Your Retirement: Using It to Generate Extra Income

Especially for those approaching retirement who are in the Baby Boom generation, home ownership and its benefits have been thoroughly imprinted into the financial consciousness. In fact, many in this age cohort may be nearing the point when the home they’ve lived in for decades is about to be paid off. On the other hand, […]

Retirement and Recession: You Can Have Both

Mathis - Retirement and Recession You Can Have Both

If you’ve been watching the financial headlines lately, it’s no secret that market watchers, analysts, and others are warning about the possibility of a recession. Opinions vary from “not an absolute certainty, at least within the current year” to “it’s inevitable.” Meanwhile, everyone is watching the Fed to see if the new “tight money” policy […]