As a retiree, you’ve done well for yourself and your accumulated funds are a testament to your hard work. Proper and strategic end of year tax planning will allow you to further make the most of what you have.
Financial Wellness
Not sure what to do with old financial documents? Some should be shredded, others stored securely, and a few can go straight to the trash. Learn how to declutter your paperwork the right way while keeping your personal information safe.
Retirement Planning
You set up your 401(k)… but is it actually working for you? Many people ignore their retirement accounts for years—don’t let that be you! See the simple steps to keep your 401(k) on track.
Financial Wellness, Lifestyle
Buying a new home isn’t the only way to upgrade your space. Many homeowners are choosing to remodel instead of move—but is it the right choice for you? Learn key financial considerations before starting your next renovation.
Financial Wellness
Many retirees dream of traveling the world—but what happens if you need medical care abroad? Medicare doesn’t always cover international healthcare costs. Before you travel, make sure you understand your coverage and supplemental options.
Videos, Financial Wellness
Moving isn't just about a new address—it’s about what that change means for your finances. In this video, Russell Rivera explains how to assess your full financial picture before making a move. Whether you're expanding, downsizing, or relocating, it’s a conversation worth having.
