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Long-Term Care Awareness Month
As we observe Long-Term Care Awareness Month this November, it is an opportune time to have important conversations about our future needs. Thinking about aging or sudden health changes can be difficult, but preparation can help you feel more confident about the years ahead. Statistics show that the need for support is more common than many realize, as approximately 70% [...]
Thinking of Taking a Phased Retirement?
If there is one retirement option that very few federal employees can participate in, it’s a “phased retirement.” The federal government realized that many of their senior federal employees, especially those in specialized and/or leadership roles, were sometimes leaving their jobs to a successor who was not as experienced or had the knowledge base to effectively handle that duty position [...]
Staying Active in Retirement: Supporting Your Health and Financial Plan
Retirement marks the beginning of an exciting new chapter, as leaving the workforce offers you the freedom to focus on what matters most to you. But to truly enjoy those years, maintaining a proactive focus on your physical well-being is just as important as managing your finances. That said, healthcare costs can be one of the largest and most unpredictable [...]
Golden Years, Golden Leaves: Top Late-Season Autumn Trips
Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. From coastal vistas to mountain passes, these top U.S. destinations pair breathtaking fall color with scenic drives, easy accessibility, and vibrant local culture. Destination Peak Season Highlights Asheville, North Carolina Mid-Oct – Early Nov A long [...]
Medicare Open Enrollment Checklist
Every autumn, the Medicare Open Enrollment Period opens, and millions of Medicare beneficiaries face the important task of evaluating their coverage. But don’t wait until you reach the pharmacy counter only to find out your prescription expenses have doubled. Running from October 15 through December 7, this key window allows you to review, compare, and switch your coverage to help [...]
6 Quick Ways to Observe Financial Planning Month
October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and enjoy it!), we get that it might not be the most exciting thing to celebrate. October definitely has more exciting things happening, like pumpkin spice everything, cardigan and cozy scarf weather, [...]
Survivor Benefit Plan vs Life Insurance
The Survivor Benefit Plan (SBP) is an excellent way to protect a portion of your income for your spouse when you die. But that is all it protects, just a portion. While it’s great that the government offers this program, it may not provide you or your spouse with the coverage you’ll need, and you may want to seek out [...]
Managing Taxes in Your Estate Plan
Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage spending. During this phase, managing taxes and maintaining access to liquidity become important priorities. For families who want their life’s work to directly benefit children and [...]
