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Category: General Financial Planning

Posts covering our approach to financial planning and commentary on the subject from various angles.

What you should know about the new tax law (SECURE Act)

January 16, 2020 BY

On December 20, 2019, President Trump signed into law The SECURE Act. The bill is designed to ease the looming retirement savings crisis by creating additional incentives to save for retirement. As with most legislation, the SECURE act comes chock full of niche provisions that will affect relatively few people. That being said, it does have a few more broad-sweeping ones that will almost certainly impact … Read more

Retiree Healthcare Expenses (Part 2: Understanding Medicare)

December 9, 2019 BY

This post is the second of a three-part series on retiree healthcare expenses.

Part 1: Drivers of Retiree Healthcare Expenses
Part 2: Understanding Medicare
Part 3: Factoring in Long-term Care

In Part 1 of this series, we looked at the impact of health status, income, insurance coverage, and location on a retiree’s healthcare expenses. In this post we are going to take a deeper dive into … Read more

Should You Buy An Annuity For Retirement Income?

October 16, 2019 BY

Annuities are an important source of retirement income for many retirees. But when does it make sense to purchase an annuity? Read our latest Brief to learn all about the pros and cons of annuities and whether you should consider buying one. … Read more

What is Financial Planning?

September 26, 2019 BY

Ten years ago, I decided to make a major career change that I knew could have longer-term repercussions and affect my overall financial health. Up to that point, I thought I had been financially savvy by maxing out my retirement savings, tracking my spending, saving for retirement and investing that savings in a range of ways. But I didn’t have a formal financial plan in place. … Read more

The Health-Wealth Connection and Gender Differences

July 25, 2019 BY

In this Brief, we explore the connection between health and wealth. In particular, we examine the differences between men and women, both in terms of how they manage their money and the different circumstances that they face. Read more

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