by Jennifer Tompkins | May 18, 2023 | Personal Finance
What do you picture when you think of retirement? Long summer days at your Lake Michigan cottage? Traveling somewhere you’ve never been before? Having more time to spend with family or work in your garden? We work hard to enjoy our retirement and it’s a lot of fun to...
by Jennifer Tompkins | Apr 27, 2023 | Personal Finance
While dentistry can be an incredibly rewarding profession, dentists face a unique set of financial challenges that can make it difficult to plan for their future. Young dentists, in particular, are faced with a myriad of choices that can have a significant impact on...
by Jennifer Tompkins | Mar 24, 2023 | Personal Finance
As if dealing with the current economic climate isn’t overwhelming enough, we also must deal with its impact on our future. Many are wondering how this period of higher inflation is affecting their investments and what they can do about it. However, the better...
by Jennifer Tompkins | Jan 25, 2023 | Personal Finance
When is the right time to file for Social Security benefits? Unfortunately, this straightforward question does not have a simple answer and because of that, many retirees lose out on valuable benefits each and every year. The Basics Broadly speaking, you have three...
by Jennifer Tompkins | Nov 7, 2022 | Personal Finance
If your retirement is right around the corner, you may find yourself asking a question you’ve never considered before: “How will spending in retirement change for me?” While this may be an overwhelming and somewhat complicated question to ask, it is a question worth...
by Jennifer Tompkins | Aug 17, 2022 | Personal Finance
There’s a lot to think of during retirement, especially when it comes to managing your income and your tax burden. If you are retired (or getting close to retirement), tax-efficient income planning can make a big difference, especially when it comes to Medicare...
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