Financially Speaking Blog

What To Include in Your Retirement Budget

What To Include in Your Retirement Budget

As you prepare for retirement, there are a number of things you can consider when making a budget. A U.S. News and World Report article, 10 Costs to Include in…

Read More
The Importance of Turning 65

The Importance of Turning 65

Turning 65 Can Be A Momentous Birthday! An AARP article 5 Things You Need to Know About Finances When Turning 65 provides some potentially useful information about why turning 65…

Read More
Social Security Offers Benefits from Birth Through Old Age

Social Security Offers Benefits from Birth Through Old Age

The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most Americans are protected by the Old-Age, Survivors, and Disability Insurance…

Read More
How to Reduce Taxes on Retirement Savings

How to Reduce Taxes on Retirement Savings

With an appropriate strategy, you may be able to reduce taxes on your retirement savings. Although financial services professionals don’t give tax or legal advice, a U.S. News and World…

Read More
Could Your Living Situation Change as You Grow Older

Could Your Living Situation Change as You Grow Older

Recent research from the U.S. Department of Health and Human Services suggests that most Americans turning age 65 will need long-term care support during their lifetimes.¹ If the need arises,…

Read More
How to be Content in Retirement

How to be Content in Retirement

When envisioning your future retirement, it’s easy to focus almost entirely on the big things like your budget and cash flow, where you’re going to live, your healthcare strategy, and…

Read More