Topic: Financial Planning
Articles that give you the latest insights into financial planning, including news, tips and other information intended to help you plan your finances.
Could You Owe Nursing Home Bills for Your Parent?
October 27, 2022School of Financial Wellness
You probably know that long-term care costs could derail your financial plan. But did you know that there are circumstances where you could also be responsible for your parent’s nursing home bills?
Why You Should Review Your Medicare Policy Annually
October 6, 2022School of Social Features
Medicare coverage and costs can change each year, so retirees should review their plan with an experienced financial advisor.
2023 Medicare Premiums and Coinsurance Amounts
September 29, 2022School of Social Security & Medicare
On September 27, the CMS announced that Medicare Part B premiums will decrease in 2023 and other Medicare costs will rise.
Alabama Retirees Could See Lower State Taxes in 2023
September 16, 2022School of Saving and Investing
The Lynn Greer Retirement Income Tax Cut Act of 2022 could provide state tax savings for Alabama retirees beginning in 2023.
How Much Income Does Social Security Replace?
August 11, 2022School of Social Security & Medicare
Savers often overestimate the impact of Social Security on their retirement plan. This mistake can lead to an underfunded retirement.
Retiring in Bear Market
August 5, 2022School of Saving and Investing
Successfully navigating a bear market can be difficult for all investors, especially those preparing to enter retirement.
Comparing the Value of Human Advisors and Robo-Advisors
July 28, 2022School of Financial Wellness
Robo-advisors are gaining popularity, but do they add as much value as their human counterparts? New research provides the answer.
How the New Tax Plan Could Impact You
June 2, 2022School of Financial Wellness
President Biden has outlined his plan for taxes in 2023 including tax increases for corporations and wealthy families.
Why Couples and Widow(er)s Should Meet with a Financial Advisor
April 7, 2022School of Saving and Investing
Working with a financial advisor can help couples create an estate plan and help widow(er)s deal with new financial burdens.