by Kay Dee Cole | Nov 21, 2023 | Retirement
“Will Medicare exist in 10 years?” It’s a question that looms heavy in the minds of retirees and retirement-minded individuals across the country – and with good reason. Much like Social Security, many people are concerned about the future of Medicare – whether it...
by Kay Dee Cole | Oct 11, 2023 | Financial Planning
Does this sound familiar to you? “I hate all this paperwork and transactional details. I wish I thought having money was fun…” When people think of financial planning, “fun” usually isn’t the first word that comes to mind. And that’s a common misconception: that...
by Kay Dee Cole | Sep 27, 2023 | Financial Planning, Tips for Saving
Where do you see yourself when you picture the later years of retirement? Are you at home, in an independent living community, or in an assisted care facility? Although it’s not fun to think about, most of us – nearly 70% – will need long-term care in our senior...
by Kay Dee Cole | Aug 17, 2023 | Estate Planning
You spend your life accumulating “stuff” – savings, a home, your favorite pieces of art, that timeshare in Mexico, even your cars. These things bring you joy and comfort and make up one small piece of the total you. But what do you want to happen to those items when...
by Kay Dee Cole | Jul 12, 2023 | Retirement
Retirement income is one of the most important pieces of your retirement plan – how else are you going to pay for all those trips to see your grandkids? All too often, taxes are an afterthought for retirees, which can take a large unexpected bite out of your freedom...
