by calford | Nov 22, 2023 | Insurance, Retirement Planning
With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the groundwork for retirement. During...
by calford | Nov 20, 2023 | Retirement Planning
Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they may accumulate less income and benefits due to their time absent from...
by calford | Nov 20, 2023 | Investing, Retirement Planning
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified...
by oakcrestuser | Oct 27, 2023 | Retirement Planning
Expectations vs. Reality Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time. In fact, few retirees find their financial futures playing out precisely as they assumed. But,...
by oakcrestuser | Sep 8, 2023 | Retirement Planning
Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the federal government. It is...
by oakcrestuser | Aug 29, 2023 | Investing, Personal Finance, Retirement Planning
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s the result of your long-term goals (e.g., from the sale of a business), a windfall transfer...
