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Blog

A row of houses along a canal
Kevin Sullivan | Nov 8, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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fair lights in hands
Kevin Sullivan | Nov 3, 2022

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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Kevin Sullivan | Oct 25, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Kevin Sullivan | Oct 18, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Kevin Sullivan | Oct 7, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Kevin Sullivan | Aug 2, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Kevin Sullivan | Jul 12, 2022

Planned Giving Goes Further

Finance
Tax Planning
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
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Mother and child working on a laptop together
Kevin Sullivan | Jul 5, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Two Seats on a Beach
Kevin Sullivan | Jun 28, 2022

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Hand holding a house key
Kevin Sullivan | Jun 21, 2022

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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colleagues gathered around talking
Kevin Sullivan | Jun 14, 2022

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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stock image
Kevin Sullivan | Jun 7, 2022

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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