Resources and Information

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Planning for the Cost of Healthcare in Retirement
April 13, 2020

With regard to your budget in retirement, healthcare continues to be one of the most important expenses you should consider. As we’ve watched the course of the coronavirus outbreak, we are all reminded that most health conditions impact seniors more significantly than any other group. And, of course, that impacts…

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The Deadline for Federal Income Tax Returns Has Been Extended
April 6, 2020

During most years, many of us rush to complete our federal income tax returns at the very last minute. This year, the stress feels more pressing than usual, with many of us under both personal and financial pressure due to the coronavirus epidemic. Fortunately, the IRS has responded to the…

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Coordinating Retirement With Your Spouse
March 16, 2020

The timing of your target retirement date will result from several different factors that you will consider over time. One of the most important is your spouse (and their career, if they work). Some couples prefer to retire at the same time, so that they can enjoy travel and leisure…

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How is the Coronavirus Outbreak Impacting the Economy?
March 9, 2020

You’ve seen the public health warnings on TV, and you might have noticed empty spots on your local grocery store shelves. But how much is the coronavirus outbreak really expected to impact the economy? Is remembering to wash your hands your biggest worry right now? Consider the numbers. For a…

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