Travel Tips for Retirees
September 10, 2024
Expenses while traveling can add up fast. Especially if you are visiting popular tourist locations where costs can be higher than at home. Check out..
XML Wealth Insights: Summer Recap and Looking Forward
September 5, 2024
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on what happened over the summer plus what we can..
Re-Thinking Retirement - Reasons To Keep Working
September 3, 2024
Recent studies reveal that a growing number of older adults are opting to continue working well into their later years. Reasons include changing..
Inflation is Why Many Americans Plan to Delay Retirement
August 28, 2024
A recent survey reveals that rising inflation and economic uncertainty are prompting many Americans nearing or in retirement to reconsider their..
Tax Planning Points That Every Entrepreneur Should Know
August 19, 2024
Opening and running a business comes with various challenges, including managing taxes effectively. Strategic tax planning is essential for..
Is Long-Term Care Insurance Worth the Money?
August 13, 2024
As you age and enter retirement, concerns about health and care needs and associated costs become more prominent. Long-term care insurance can help..
'Sandwich Generation' Caregiving Is Crimping Retirement Plans
August 7, 2024
Recent research from Nationwide and the Alliance for Lifetime Income highlights the financial strain on the 'sandwich' generation—adults..
Americans being hit by 'Tsunami of Fraud'
July 31, 2024
In the digital age, the U.S. faces an alarming surge in fraud, potentially costing $137 billion annually. The Federal Trade Commission (FTC) reported..
Medicare coverage when traveling: What to know.
July 24, 2024
Traveling during your 'golden years' can be exciting and enriching. You finally have the time to take more extended vacations and kick back and..
2025 Social Security COLA
July 17, 2024
In 2025, retirees are likely to receive a smaller cost-of-living adjustment (COLA) compared to recent years. The official announcement will come in..
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