Phased Retirement: A Gradual Transition to a New Chapter

Phased Retirement: A Gradual Transition to a New Chapter

Retirement marks the start of a new life chapter and the end of another. The shift from full-time work to full retirement can feel abrupt, even unsettling, despite fantasizing about post-work life. This is probably because the one thing that you have done consistently...
Helping to Avoid Probate

Helping to Avoid Probate

Ways to Avoid Probate Probate is the legal process of distributing a person’s assets after they pass, according to their will or state laws. Probate can be lengthy and expensive, so many individuals try to pass on as much of their assets outside of probate as...
Is Medicare Enough?

Is Medicare Enough?

Short answer: Probably not. Medicare coverage comes with deductibles and significant co-payments or coinsurance costs for many types of treatments, including hospitalizations. Typically, the deductible amounts are increased each year. If you’re not prepared to...