WISE WEALTH
Myth or Fact: Medicare Will Cover All Health Care Costs
Medicare is a federal health insurance program for individuals aged 65 or older and certain younger people with disabilities. And despite being a widely used program, there are several misconceptions surrounding Medicare, one of the most pervasive being that it will...
Understanding the Retirement Bucket Strategy
An investment approach that can help you secure a comfortable retirement Retirement is a significant milestone in one's life, which requires careful planning and foresight to ensure a comfortable and stress-free transition. One effective way to plan for retirement is...
Five Keys to Authentic Retirement Happiness
The ability to enjoy our golden years is the same as the ability to be happy People say things like, “When I retire, I am going to be happy,” or “When I don’t have to work anymore, I will be happy.” The truth is, if you don’t think you can be happy until you retire,...
Social Security: A Vital Component of Your Retirement Planning
You’ve spent decades saving for retirement — putting a portion of each paycheck away to draw from once you stop working. But retirement accounts and personal savings aren’t the only factors to consider when developing a framework for retirement. Social Security...
Planning to Bridge the Retirement Savings Gap
New IRS limits aim to encourage adequate planning and boost participation The prospect of retirement is a time that many look forward to, envisioning a period of relaxation and enjoyment after years of hard work. However, a recent report from the Congressional...
Retirement Planning: A Map to Changes in 2024
Navigating these demands an adaptable approach to financial planning As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation, as tax brackets, retirement contribution limits, estate and gift tax exemptions, among other...