Blog

Wade Calvert | Jul 18, 2024

A Guide to Pensions & Retirement Benefits

Retirement, Investments, Tax Planning

How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement...

Wade Calvert | Jul 1, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance, Lifestyle, Estate Planning

First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A...

Wade Calvert | Jun 19, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments, Finance, Tax Planning, Insurance, Estate Planning

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors...

Wade Calvert | Jun 3, 2024

Longevity in Retirement & What You Should Know

Investments, Retirement, Finance, Savings

How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longe...

Wade Calvert | May 20, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance, Lifestyle, Retirement, Health

With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning...

Wade Calvert | May 1, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments, Finance, Lifestyle, Privacy, Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than...

Wade Calvert | Apr 23, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement

How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly...

Wade Calvert | Apr 16, 2024

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....

Wade Calvert | Apr 9, 2024

The Pros and Cons of Investment Apps

Investments, Technology

Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm....

Wade Calvert | Apr 2, 2024

4 Financial Mistakes to Avoid this Spring

Savings, Retirement, Tax Planning, Insurance, Credit, Lifestyle

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your...

Wade Calvert | Mar 26, 2024

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?...

Wade Calvert | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement, Family, Savings, Lifestyle, Tax Planning

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel...