Category: Retirement Planning

Discover a Fulfilling Retirement and Embrace Your New Chapter

Written by Jessica Smith on September 1, 2023. Posted in blog, News, Retirement Planning.

Thinking about retirement? The decision to retire encompasses more than just financial considerations; it profoundly influences your overall well-being. Surprisingly, the timing of your retirement...

I’ll Huff and I’ll Puff and I’ll Blow Your House Down

Written by Jeff Jones on August 25, 2023. Posted in blog, News, Retirement Planning.

We all know the story of the Three Little Pigs. Those three boys had mooched off of Mama Pig long enough, and she told them to hit the road. Like any good Mama, before their departure she warned them...

Putting Life First in Financial Planning

Written by Erik Buatte on August 18, 2023. Posted in blog, News, Retirement Planning.

Before you dive into the numbers and spreadsheets of financial planning, you have to know where you are going. When you put Life First in your financial planning, you prioritize life before money....

SECURE Act 2.0: An Overview

Written by Erik Buatte on January 3, 2023. Posted in blog, Charitable Planning, Education Planning, Estate Planning, Investment Planning, News, Philanthropic Planning, Retirement Planning, Tax Planning.

“Change is the only constant in life.” This phrase – attributed to Greek philosopher Heraclitus – is particularly relevant when it comes the recent changes to retirement savings in the...

Longview presents Dr. Marc Milstein – Keeping Your Brain Young: Slow Aging, Boost Productivity and Lower Risk for Alzheimer’s and Dementia

Written by Jeff Jones on October 19, 2021. Posted in blog, News, Retirement Planning.

CARES Act – What May Affect You

Written by Jeff Jones on April 3, 2020. Posted in blog, News, Retirement Planning, Tax Planning.

The COVID-19 (COVID-19) pandemic has left its mark on global and domestic markets. Government guidelines to practice “social distancing” has significantly impacted commerce as consumers are staying...

SECURE Act Brings Potential Changes to Your Planning

Written by Andrew Gipner on January 8, 2020. Posted in blog, News, Philanthropic Planning, Retirement Planning, Tax Planning.

Over the summer of 2019, the House of Representatives passed the bipartisan Setting Every Community Up for Retirement Enhancement (SECURE) Act. On December 19, 2019, the Senate passed the bill, and...

Long-Term Care Insurance Premium Increases Expected for 2020

Written by Jeff Jones on August 26, 2019. Posted in blog, Insurance Planning, Retirement Planning.

A recent article in Investment News reported that “roughly 40 to 45 states have approved ‘significant premium increases’” on many long-term care insurance policies. Author Greg Iacurci further reports...

The Power of Purpose and Meaning in Life

Written by Jeff Jones on June 14, 2019. Posted in blog, Retirement Planning.

The following article is shared with written permission from author Lydia Denworth. She is a science writer and author of I Can Hear You Whisper: An Intimate Journey through the Science of Sound and...

2017 Medicare Annual Open Enrollment

Written by Lauren Cooper on November 28, 2017. Posted in blog, Retirement Planning.

It’s the most wonderful time of the year! That’s right, Medicare’s annual Open Enrollment Period (you thought I meant the holidays, didn’t you?) Move over sweater weather, turkey and dressing, and time...