The Implications of Increased Life Expectancy on Finances, Personal Life, and Families
Presented By Dave & Kendra Rone/ Edited By Amy Rushforth/ Published June 20, 2024 As advancements in healthcare and technology contribute to longer life expectancies globally, individuals and families must adjust their expectations and plans for finance, personal life, and family dynamics. Living longer may be seen as a gift, yet it brings with it a series […]
Handling Healthcare Costs in Retirement
Presented By Dave & Kendra Rone/ Edited By Amy Rushforth/ Published July 11, 2024 Healthcare costs are one of the most significant financial challenges retirees face in the United States. With medical expenses rising and life expectancies increasing, planning for healthcare in retirement is crucial. Here are some strategies to help ensure your financial security […]
The Role of Housing Decisions in Financial Security
Presented By Dave & Kendra Rone/ Edited By Amy Rushforth/ Published August 28, 2024 When planning for retirement, housing decisions play a crucial role in ensuring financial stability and comfort. Whether you plan to downsize, relocate, or age in place, understanding the implications of your housing choices may significantly impact your retirement finances and quality of […]
Annuities: Misunderstood and Misrepresented
Presented By Dave & Kendra Rone/ Edited By Amy Rushforth/ Published September 19, 2024 The world of financial planning is filled with complexities, and often, popular products get painted with a broad brush of negativity. Annuities are a prime example, sometimes dismissed as a “seedy underbelly” within the industry. While this harsh characterization may hold some truth […]
Stop These Retirement Planning Habits
Presented By Dave & Kendra Rone/ Edited By Amy Rushforth/ Published October 24, 2024 As we approach retirement, we often focus on maximizing our savings and ensuring our financial stability. However, it’s equally important to consider what we might need to stop doing to make the most of this next phase in life. Retirement may […]
Cost-of-Living Rider 101
Presented By Dave & Kendra Rone/ Edited By Lindsey McGee/ Published October 28, 2024 Few people are left untouched by the distressing impact of inflation. But diminished purchasing power can be especially worrisome for those who depend on income sources that stay constant year after year, such as some annuities, to cover their monthly expenses. With a […]
Immediate vs. Deferred Annuities
Presented By Dave & Kendra Rone/ Edited By Lindsey McGee/ Published November 2, 2024 There are a multitude of reasons to buy an annuity, not the least of which is the lure of a steady post-retirement income stream. But part of the planning process involves figuring out how soon you’ll need money and how you’d like […]
Living Your Best Retirement Without Sacrificing Your Legacy
Presented By Dave & Kendra Rone/ Edited By Amy Rushforth/ Published November 25, 2024 Retirement offers the freedom to pursue passions and relax after years of hard work. Yet, for many retirees, deciding how to manage their nest egg is challenging. Should they focus on enjoying their savings or set aside a portion to leave […]
Retirement and Savings Rule Updates You Need to Know for 2025
Presented By Dave & Kendra Rone/ Edited By Amy Rushforth/ Published December 10, 2024 With each new year comes a wave of updates to financial rules and limits, and 2025 is no exception. These changes may have a meaningful impact on how much you save and how efficiently you do it, especially with tax-advantaged accounts. […]
What You Need to Know About Annuities for Retirement Planning
Presented By Dave & Kendra Rone / Edited By Amy Rushforth/ Published January 28, 2025 As retirement approaches, ensuring a steady and reliable income becomes a top priority for many older adults. Among the financial tools available to address this need, annuities stand out as a versatile and customizable option. If you’ve ever wondered what […]