Retirement Blog


How Does New Legislation Impact Your Tax Bill?

The first half of 2025 was filled with plenty of reports of what legislation would be enacted with a new presidential administration. While there are still many items being discussed, July’s passing of H.R. 1 (formerly know as “One Big Beautiful Bill”) locked in some significant new policies that everyone...

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What Long-Term Plan is Best for You?

Planning for long-term care can feel overwhelming—but it doesn’t have to be. With the right strategy, you can create a plan that helps protect your health, your finances, and your confidence in your future plans. The first step is understanding your options. From in-home care to assisted living and nursing...

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Planning for Long-Term Care Needs

As the cost of long-term care continues to rise, planning ahead has never been more important. Whether it is for yourself or a loved one, having a strategy in place can help protect your assets, reduce stress on your family, and arrange for the care you want—on your terms. Depending...

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