Skip to content
article image

Best Retirement Plans for Self-Employed Workers

As a freelancer, sole proprietor, or small business owner, planning for the future can be a daunting responsibility. This is especially true when it comes to saving for retirement amid inflation and economic uncertainty. If you feel unsure about how to independently fund your retirement, you are certainly not alone. Research shows that fewer than […]

Read More
article image

How ‘Unretiring’ Can Affect Your Social Security Benefits

As retirement approaches, you may worry about whether you’ve saved enough money to cover expenses for the rest of your life. And as inflation and economic uncertainty take their toll on retirement plans, you’re not alone. Unfortunately, because of this growing concern, many people like yourself are finding that they may need to return to […]

Read More
article image

7 Ways To Recession-proof Your Retirement Savings

If you’re concerned about the financial aspect of retirement, you’re not alone. A March 2023 survey into Americans’ financial concerns by Quinnipiac University found that 68% of people are concerned they don’t have the funds to live comfortably after stopping work. Of all the financial worries in the survey, retirement costs were second only to […]

Read More
article image

How To Protect Yourself From Social Security Scams

Social Security fraud — where scam artists often pose as Social Security Administration (SSA) representatives — represents a growing threat. Scammers often ask older adults to confirm their SSA account details, before finding ways to access and steal hard-earned money. Financial volatility can affect older adults in particularly negative ways. Inflation can reduce savings, further […]

Read More
article image

When Is the Right Time to ‘Right-Size’ Your Home?

Countless Americans are tightening their wallets due to increased monthly costs. Some people feel the strain of housing costs (including home insurance premiums and utility bills) while others have noticed their grocery and gas bills are going up. Inflation affects everyone but some people are impacted more than others.  If you are eyeing retirement, you […]

Read More
article image

States That Do Not Tax Retirement Income 

Saving for retirement is a prominent concern for many Americans for a multitude of reasons, including high inflation rates, which can impact monthly budgets and the overall cost of utilities. In your golden years, retirees shouldn’t have to worry about taxes impacting the retirement income they worked their entire lives to earn.  Fortunately, there are […]

Read More