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Blog

Greg Gagne | Nov 30, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Greg Gagne | Nov 2, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Grandmother and granddaughter knitting together
Greg Gagne | Oct 13, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Woman in a suit holding a piece of paper. She is in an office setting.
Greg Gagne | Sep 2, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Group of young professionals in a meeting. They are in a casual office setting
Greg Gagne | Aug 3, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Mother and daughter cooking and laughing
Greg Gagne | Jul 6, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Greg Gagne | Jun 9, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Woman writing in a paper planner with a pen
Greg Gagne | May 10, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Man with glasses leaning against a wall
Greg Gagne | Apr 13, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Row of townhomes
Greg Gagne | Mar 15, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Greg Gagne | Feb 23, 2021

Medicare in 2021: Here’s What You Need to Know

Health

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare

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Young professional women in a meeting
Greg Gagne | Jan 19, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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