Posts with the category ‘Uncategorized’


Building Health Care Costs into Retirement Planning

By: Amy E. Buttell Health care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of provision for health care needs. Here are some guidelines and resources for estimating your needs and expenses. Health care costs are rapidly emerging as a major expense item both before and during retirement. With lifetime employment a relic of the past and longevity… Read More


4 Things to Know About the Equifax Breach

By Devin Kropp  – Horsesmouth The Equifax hack has left many concerned about their personal information. While we still have a lot to learn about last week’s hack, here are four things we do know. Last week’s mega-breach at Equifax has left many scrambling to protect their identity. The credit bureau believes that up to 143 million people were affected- some 44% of the population. It’s likely that your information has been exposed and, if you have not already, you… Read More


Get the most out of the Social Security system

You’ve paid into the system for years and now as you approach retirement, it’s important to maximize your benefit. Cash flow is key to a successful retirement and waiting to claim your benefit can dramatically improve your income. Take a look at the Social Security website, sign up for your online account. Familiarize yourself with the world of “Social Security Math.” You’ll be glad you did. Review Your Benefits


All About Credit Scores

Prepared by Broadridge Investor Communication Solutions, Inc It’s difficult to imagine functioning in today’s world without credit. Whether buying a car or purchasing a home, credit has become an integral part of our everyday lives. Having easy access to credit goes hand in hand with having a good credit score, so it’s important to know how to maintain a positive credit score and credit history. Read more here.


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