Retirement

When you lose or change jobs, there are a few different strategies you can take. At The Resource Center, our goal is to optimize tax efficiency and identify each client’s financial goals. In this [...]

Between shopping for gifts and making New Year’s resolutions, the end of the year can be an exciting time for all of us. Did you know it’s also a great time to review your retirement accounts for [...]

If you’ve recently inherited someone else’s 401(k) or other retirement plan, you may be wondering what your next steps should be.  Do you have to take withdrawals or could you just leave the [...]

The COVID-19 pandemic is having far-reaching economic consequences for people from all walks of life. From stock market volatility to rising unemployment1 to declining GDP2, economists are [...]

Nearing The Retirement Summit During These Challenging Times? Answer These 4 Fail- Proof Questions First! As you near retirement are you thinking of a permanent vacation?  How about the chance to [...]

  Let’s face it, you’re getting older.  There’s no way around it and no way to avoid it. The time to start planning is now! Long-term Healthcare is on the verge of becoming a national [...]

There are many reasons intelligent, educated people avoid estate planning.  According to a new Caring.com survey, only 42 percent of U.S. adults currently have estate planning documents such as a [...]

Don’t have enough assets for an estate plan? Think Again! The cost of NOT having an estate plan may outweigh the costs of making an estate plan.  Without a plan your estate will go thru the [...]

Enjoy a Relaxing Day on the Water with the Right Boat Insurance If the sun is shining and the mercury is climbing, chances are you’re ready to take your boat out for some quality time on the [...]