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Blog

An exit sign in a modern office building
Jack Cuddihy | Sep 25, 2023

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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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.
Jack Cuddihy | Sep 18, 2023

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Grandmother with child
Jack Cuddihy | Sep 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Jack Cuddihy | Sep 4, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Jack Cuddihy | Aug 28, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Two people having a picnic by a lake
Jack Cuddihy | Aug 21, 2023

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
Jack Cuddihy | Aug 14, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Jack Cuddihy | Aug 7, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Two elderly people sitting on a bench looking at the sea
Jack Cuddihy | Jul 31, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Man sitting on bench in park
Jack Cuddihy | Jul 24, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Mother and child working on a laptop together
Jack Cuddihy | Jul 17, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Jack Cuddihy | Jul 10, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More

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