by Brian Bickett | Jan 26, 2024 | Financial Planning, Investments, Retirement
We’ve been receiving several questions about AI’s Role in the Future from clients, so we thought we would answer some of the more common. While artificial intelligence (AI) is making headlines today, the concept of “thinking machines” can be traced back to...
by Brian Bickett | Jan 19, 2024 | Medicare, Retirement, Social Security, Taxes
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We’ve pulled together answers to 10...
by Brian Bickett | Jan 12, 2024 | Insurance, Medicare, Retirement
In a 2023 survey, 37% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of your confidence, however, being aware of potential healthcare costs...
by Brian Bickett | Jan 5, 2024 | Financial Planning, Taxes
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. Unfortunately, even the deceased can’t escape taxation. If the departed family member earned taxable income during...
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