Planning Matters.

Changing Jobs? What You Need to Know (Part 2 of 2)

There are a lot of financial aspects to consider as you look forward to starting a new job. Part 2 of this two-part series goes over a list of items to think through as you get underway with your new employer.

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Happy Birthday? Retirement Decisions at 55+

If you will be hitting a “milestone” birthday soon, you’ll have some decisions to make (in addition to what you should plan to wish for when you blow out the candles). Some of these choices can’t be changed later. Rather than waiting to evaluate your alternatives at the time you need to choose, it’s smart to start thinking about them now.

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What Can You Do When Your Long-Term Care Insurance Rates Go Up?

If you receive a letter from your Long-Term Care insurance company notifying you that rates are going up, don’t panic! You don’t necessarily have to pay the higher premiums.

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Making the Most of Your Employee Benefits

Autumn is open enrollment season for many workers – that particular time of year when employees can elect to sign up for various health and retirement savings benefits. Are you taking full advantage of those perks?

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Deciding When to Retire

We spend a great deal of time helping clients decide the best time to retire. Retirement is no longer age-dependent for most of us. We are free to work as long as we like, assuming our health is good. That opens up a lot of possibilities!

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