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3 Ways to Limit Healthcare Costs in Retirement

3 Ways to Limit Healthcare Costs in Retirement

According to a recent study from Fidelity, the average 65-year-old couple can expect to spend $245,000 on out-of-pocket healthcare expenses in retirement.1 Those expenses include things like premiums, deductibles, copays and more. They do not include costs for...

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3 Retirement Planning Mistakes in Your 40s

3 Retirement Planning Mistakes in Your 40s

Retirement planning should always be a priority, but it may take on added urgency if you are in your 40s. Once you cross 40, you may only have a couple of decades to save for retirement. That may seem like a long time; however, if you make a mistake or fail to save,...

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Will Substitutes: How Can They Help Your Estate Plan

Will Substitutes: How Can They Help Your Estate Plan

You probably know that a will is the most fundamental part of any estate plan, but did you know that a will doesn’t have to be the only component in your plan? A will can achieve many things, including the distribution of your assets to the appropriate heirs. However,...

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