by Marilyn Evans | Jan 6, 2025 | Inheritance
By Marilyn Evans Estate planning can feel intimidating, even for people who are otherwise organized and financially savvy. Sometimes the hardest part is knowing what not to include. This article does a great job highlighting the common pitfalls — the outdated...
by Marilyn Evans | Dec 10, 2024 | Retirement
By Marilyn Evans Social Security is something almost all of us count on, yet very few people feel confident navigating it. That’s especially true when it comes to spousal and survivor benefits. I shared this article because it offers clarity on a topic that’s often...
by Marilyn Evans | Nov 21, 2024 | Uncategorized
By Marilyn Evans Health care is one of the biggest and most unpredictable pieces of retirement planning. Costs often rise faster than expected, and even well-prepared retirees can feel caught off guard. This article gives a clear overview of what to anticipate and the...
by Marilyn Evans | Oct 22, 2024 | Retirement
By Marilyn Evans Being your own boss brings incredible freedom — but also unique challenges when it comes to retirement planning. No employer match, no HR department, no automatic savings. It’s all on you. That’s why I liked this article: it highlights the reminders...
by Marilyn Evans | Sep 25, 2024 | Business
By Marilyn Evans HSAs are one of the most powerful savings tools available, but knowing whether to invest the funds or keep them in cash can be confusing. I liked this article because it breaks down the decision — risk tolerance, near-term medical needs, tax...
