Understanding Extended Care

Understanding Extended Care

Understanding Extended Care Addressing the potential risks of extended term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 70% of...
COLA Increase Largest in 40-Years

COLA Increase Largest in 40-Years

Why is the Social Security COLA Hike so high this year? Ask Ashley Question: Why is the Social Security COLA Hike so large and what does that mean for me? Ashley L Madden, CPA, CFP® View Ashley’s Bio Every year around this time, as temperatures cool off and...
401(k) Accounts at All-Time Highs

401(k) Accounts at All-Time Highs

401(k) Accounts at All-Time Highs Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently. CNBC reported on findings that place 401(k) accounts...
Will your retirement dreams match your reality?

Will your retirement dreams match your reality?

Will Your Retirement Dreams Match Your Reality? That’s perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else? For more than 30 years, the Employee Benefit Research Institute...
Retirement Strategies for Women

Retirement Strategies for Women

Helpful Retirement Strategies for Women It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...