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10 Result(s) in the “Uncategorized” Category


Dec. 29, 2022

What You Need to Know About SECURE Act 2.0

On December 23, 2022, the House of Representatives passed the Consolidated Appropriations Act of 2023 (over 4,000 pages long, mind…

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Aug. 5, 2022

What Married Women Need to Know About Retirement Savings

A recent headline of an article about a study published by The Boston College’s Center for Retirement Research caught my attention.   The…

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Mar. 4, 2022

Pre-Retirement: 5 Considerations to Think About

According to Investopedia, retirement has four phases: pre-retirement, early retirement, middle retirement, and late retirement. Today we’ll talk about the pre-retirement…

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Feb. 25, 2022

Confirmation Bias, Cognitive Dissonance, and Recency Bias

Recently, we discussed hindsight bias and its impact on our investment decisions. This isn’t the only behavioral pitfall that we face as…

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Feb. 25, 2022

Sustainable Investing: A Brief History

If you’re based in the U.S., you may have recently started hearing about ESG – environmental, social, and governance – investing.…

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Feb. 24, 2022

Medicare IRMAA in 2022

Medicare Part B will see a 15% cost increase in 2022. This is one of the largest in the history…

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Feb. 19, 2022

How to Talk About Your Estate Plan with Your Family

We talk a lot about the importance of creating an estate plan, but one important detail people often overlook is discussing…

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Feb. 19, 2022

3 Tips for Financial Security in Retirement

Financial security in retirement is one of the biggest concerns for workers of all ages and particularly those that are…

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Jan. 28, 2022

What Does Medicare Cover? 10 Expenses You May Not Have Expected Coverage For

If you’re a retiree (or approaching retirement), one of the most important decisions you need to make is the type…

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Jan. 14, 2022

The Most Important Dates in 2022 for Retirees

To kick off 2022, I’ve compiled a list of the major dates if you’re nearing or in retirement this year.  …

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