Semi-Retirement

Semi-retirement has become more than just a buzzword in recent years because more and more semi-retirees are choosing this promising option over retirement. Read more

Travel Smart

Now that you’re approaching or have reached your retirement years, what better time to plan that trip you’ve always wanted to take? Read more

Take Care

Worried about burdening loved ones with caring for you both physically and financially as you age? Home health providers welcome the opportunity to lend a hand in performing daily activities, and long-term care insurance helps you stay covered no matter your life span. Read more

The Role of Medicare

A big part of financial planning involves factoring in health insurance rates. As costs of doctor visits and other procedures continue to rise, a combination of a private insurance through your former employer and Medicare still may not be enough to cover all of your healthcare needs. Read more

Rethinking Retirement

Given the current economy, it’s understandable if you’re anxious about taking the leap into retirement years. Many of the savings in the 401Ks or IRAs you’ve worked so hard for may have taken a hit. Read more

Smart Planning

Get in-the-know on how to save for retirement, ways to preserve your hard-earned dollar and ideal estate planning procedures.

According to Erin Dooley, a financial advisor for Edward Jones in Moneta, seven out of 10 people are not adequately saving for retirement. Read more

Fit For Life

Retirement isn’t just about rest and relaxation. It’s important to remain active, helping both mind and body stay in tip-top shape during your later years. These six tips will guide you in the right direction: Read more