3 Bright Spots from October's Stock Market Performance By: Stacey Nickens As we head towards Thanksgiving, I'm reminded of the power of gratitude. Psychology research has shown that gratitude helps people feel happier, feel more content with their day-to-day lives, become healthier, better manage challenges, and develop stronger relationships. With all that said, I [...]
Goals-Based Savings Can Help You Withstand Market Volatility By: Stacey Nickens Financial planners and investment advisors have traditionally advocated for a bucket-approach to savings. With the bucket approach, you segment your savings by time until withdrawal. A goals-based approach to saving is a twist on this method. Rather than segmenting your savings by time [...]
Social Security Will Increase Significantly in 2022 By: Stacey Nickens Retirees will see a large increase in their Social Security benefits in 2022. Last week, the Social Security Administration announced that the cost-of-living adjustment will be 5.9% in the upcoming year. However, seniors should keep in mind that benefits are increasing because inflation is [...]
Retiring This Year? 3 Money Moves To Make Right Now By: Stacey Nickens Congratulations! You have worked hard your entire life, and you are ready to rest and enjoy the fruits of your labor. As a financial advisor, I have loved assisting so many clients in moving into and through retirement. As you get [...]
4 Key Steps to Reviewing Your Company's Insurance Options By: Stacey Nickens How much money can you save in an hour? If you spend an hour cooking instead of going out to eat, you could save $100 or more. Spending an hour on the treadmill could save you on health costs down the line. [...]
With open enrollment season in full swing, many of you may be reviewing different health insurance options. When reviewing their options, some people gloss over health savings accounts (HSAs) because they're unsure of how to use and benefit from an HSA. However, HSAs can be powerful savings and tax-reduction vehicles, and if your employer [...]
Choosing Your Medigap Plan By: Stacey Nickens Many seniors rely on Medicare to cover their health expenses. However, Medicare doesn't cover all healthcare expenses. Part B will provide coverage for up to 80% of your medical expenses. This coverage only kicks in once you hit your deductible, and Part B does not have an [...]
How to Survive a Bear Attack 6 Strategies for Embracing a Stock Market Downturn By: Stacey Nickens I love heading out to nature for a hike or a camping trip, but enjoying nature doesn't come without risks. You may face dehydration, mosquito bites, and even bears. A bear attack is certainly the worst case [...]
Social Security Benefits Could Increase Significantly in 2022 By: Stacey Nickens News headlines are rarely optimistic, but seniors may be excited by some headlines projecting a large cost-of-living adjustment for Social Security benefits in 2022. Each year, the Social Security administration calculates a cost-of-living adjustment for Social Security benefits. With inflation and prices on [...]
September is the perfect month for pumpkin spice lattes, the return of Target's Halloween section, and marriage. Traditionally, more couples get married in September than in any other month. June and October take second and third place, respectively. If wedding bells are on your horizon, you may be caught up in dress adjustments or [...]
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