Retirement Planning

Utilizing your Plan B can turn into something beautiful. Throughout your life, your journey may consist of several years of working, saving, and planning for your goal lifestyle. You might encounter a detour on this journey. It is okay to be faced with the unexpected, you are not alone. What now? The transition into retirement…

2022 is right around the corner, so it’s time to begin fine-tuning your contributions to retirement and health accounts. Tax season is about to jump start, it’s in your best interest to begin preparing for tax filing. The key to being successful is by knowing your dates: Winter 2022 Market Closures Jan. 17: Martin Luther King…

Around this time is the opening of enrollment of Medicare. It is important to understand if you are getting the best ‘bang for your buck’! It may be time for a revaluation of your particular needs. Here are some key tips to keep in mind this upcoming season. Past needs compared to present needs. How…