How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longevity literacy.1

That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy.

Let’s explore how...

Inflation relief

by Tim Estes on
Categories
After months of simmering inflation reports, it looks like inflation finally eased slightly in April. Are prices stabilizing? Can we breathe a sigh of relief? Let's dig a little deeper.
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.

Why are markets volatile?

by Tim Estes on
Categories
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.

Riding the rollercoaster

by Tim Estes on
The rollercoaster of investor psychology can take over and push markets in directions that don’t always jibe with the underlying financial and economic fundamentals. A lot is going on, so let's discuss.