News & Updates

More Americans Are Aging Alone
Growing older brings wisdom, experience, and new opportunities, but it can also present challenges, which are frequently mitigated by family support. Many older Americans rely on their spouses, children, or close relatives for help with

What Should Your Monthly Retirement Income Be?
How much monthly retirement income is enough in 2026? Many Americans question whether they’re saving adequately to maintain a comfortable lifestyle once they stop working. Recent research from the Pew Research Center* found that 40%

What Women 50+ Say About Retirement
A recent AARP focus group study* sheds light on the concerns of women aged 50 and older, revealing a shared sense of financial pressure, uncertainty about the future, and frustration with systems meant to support

How to Talk About Finances With Your Family
Money is a delicate subject, yet avoiding it can lead to confusion, stress, and misunderstandings. Many families will discover that addressing finances can help to strengthen connections and clarify goals, tasks, and expectations. Regular financial

What to Look for in a Senior Living Community
Choosing a senior living community is a life-changing decision that can have a significant impact on physical health, emotional well-being, and overall happiness. Whether you’re planning for yourself or assisting a loved one with the

Answering One of Retirement’s Biggest Questions: How Long Will Your Money Need to Last?
Managing uncertainty is one of the most challenging aspects of developing a retirement strategy. Markets fluctuate, tax laws change, healthcare costs rise unexpectedly, and, perhaps most significantly, no one knows how long they will live.

New RMD Rules For 2025
Traditional IRAs, 401(k)s, and other retirement accounts enable you to save money before taxes. This facilitates your money to grow for decades. But, eventually, the IRS requires you to begin withdrawing a portion of your

Changes Coming to Social Security in 2026
Several key updates to the Social Security system will go into effect beginning in January 2026. These changes will affect benefit amounts, retirement age rules, taxes, and the minimum income required to qualify for future

Retirement Age Is Changing
By the middle of the twenty-first century, one out of every six people worldwide will be over the age of 65. In the United States, the Social Security Administration program is expected to be unable
