Navigating Life’s Many Housing Phases

Life’s continuous journey is full of twists and turns, and housing transitions come with their own set of unique opportunities and obstacles. Whether you are moving into your first starter home, downsizing after children have moved out, or moving closer to grandchildren in retirement, you may move many times throughout your life. Especially as we […]

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Five Habits of 401(k) Millionaires

RETIREMENT & LONGEVITY Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: You don’t have to make $1 million to save $1 million. Many individuals who are saving for retirement aim to have at least $1 million in their retirement accounts when they […]

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How does SECURE Act 2.0 change saving for retirement?

RETIREMENT & LONGEVITY Washington Policy Analyst Ed Mills outlines key components of the new legislation. The year-end fiscal 2023 government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE Act 2.0 legislation builds on retirement savings changes passed in 2019 and contains new provisions […]

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Making the Most of Medicare’s Open Enrollment Period

RETIREMENT & LONGEVITY Ask yourself a few questions to make sure you’re getting the most from Medicare. Mark your calendar for Medicare’s open enrollment season: between Oct. 15 and Dec. 7, you are able to make changes to your Medicare Advantage plan and prescription drug coverage. During this time, you can change from Original Medicare […]

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Are you and your partner on the same retirement page?

RETIREMENT AND LONGEVITY Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had “no idea.” Over half the survey respondents – 54% – disagreed on […]

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