by Kyle Williams | Jul 1, 2026 | Financial Planning, Long Term Care, Retirement Planning, Tax Planning
General retirement planning advice says that you’ll need about 80% of your pre-retirement income inretirement, but this may not be the case for everyone. Inflation, taxes, and long-term care costs areeasily overlooked – but these expenses could be high. When...
by Kyle Williams | Jun 28, 2026 | Financial Planning, Retirement Planning
On July 4, 2026, the United States will celebrate its 250th birthday, the Semiquincentennial. This milestone represents a celebration of history but also creates a moment to reflect on the evolution of the American Dream and the financial structures that support it....
by Kyle Williams | Jun 22, 2026 | Retirement Planning
For many retirees, the idea of retirement is synonymous with freedom. You can exercise that freedom by choosing to spend your days traveling, spending summers with the grandkids, or simply relaxing and taking it day by day without a harried schedule. However, the...
by Kyle Williams | Jun 15, 2026 | Annuities, Retirement Planning
When you think about retirement income, Social Security might be the first thing that comes to mind. But many pre-retirees are realizing that Social Security was never designed to replace a full salary. In fact, it typically replaces only about 40% of pre-retirement...
by Kyle Williams | Jun 7, 2026 | Annuities
June is typically recognized for the start of summer, which means graduation ceremonies, homebuying season, and wedding season. But for those who are thinking about their financial future, June also represents Annuity Awareness Month. Created by the National...
