Life Events

Tax Tips for After Retirement

Most people could say they’ve had pretty uneventful tax filings for most of their life. If you worked...

Staying In Your Home as You Age

According to the Bankers Life Center for a Secure Retirement report, A Growing Urgency: Retirement Care...

Things to have on hand in case of emergency

Disasters don’t check your calendar or give you heads up before striking. They happen when you least...

emergency preparation kit

Who Will Care For Your Pet When You Can’t?

Owning a pet is one of the greatest joys in life. With 67% of US households taking care of pets in the...

When should I enroll in Medicare Part B?

Is your 65th birthday approaching? We’d like to be the first to congratulate you on this milestone!...

Saving For Retirement When You’re Self-Employed

There’s a growing number of people in America taking charge of their careers and becoming...

Will the kids want that? How to downsize your possessions

Whether it’s moving to a home with less square footage—or simply wanting to declutter—many...

How COVID-19 Is Affecting Retirement Plans

The way Americans plan for their retirement has been shifting drastically over the last few years. Now,...

woman taking notes from laptop

How to manage the loss of a parent—while supporting a surviving parent

Supporting someone whose spouse has passed away is never easy, but it’s especially challenging when...