For many couples, one spouse typically manages the finances while the other takes a more hands-off approach. While there’s no shame in that, today it’s more important than ever for […]
Original Medicare (Parts A and B) can cover a lot, from hospital stays to doctor visits and outpatient care. But it doesn’t cover everything. Most prescription drugs, dental care, vision, […]
Prefer to watch? Click here to watch and listen on YouTube. According to a recent Nationwide Retirement Institute survey, 59% of retirees regret not preparing for taxes. More specifically, how […]
Artificial intelligence (AI) has become ingrained in many aspects of our lives, including our financial lives. About two-thirds of Americans are already turning to generative AI for financial advice. However, […]
Prefer to watch? Click here to watch and listen on YouTube. Artificial intelligence (AI) has become a powerful, everyday tool, but should you trust it with your financial future? A […]
Retiring at any age requires thoughtful, tailored planning. But when faced with the choice to take an early retirement or continue working, the right answer depends on several personal factors. […]
Prefer to watch? Click here to watch and listen on YouTube. How has retirement changed over the last decade, and why does it matter now? If you’re planning for retirement […]
Prefer to watch? Click here to watch and listen on YouTube. Every January, getting in shape tops the list of the most common New Year’s resolutions. But what about improving […]
Over the next decade, retirees will face many challenges, but the biggest one may not be financial. While markets, inflation, healthcare, and taxes are all important, Joel Johnson, CFP® highlights […]
Medicare costs like premiums, deductibles, and copays generally change every year. But what does this mean for your broader retirement plan? Well, even small adjustments can have a large impact on […]
