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Blogs

An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
David Maynard | Nov 21, 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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David Maynard | Nov 15, 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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David Maynard | Nov 9, 2021

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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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
David Maynard | Oct 28, 2021

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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David Maynard | Oct 17, 2021

Medicare Open Enrollment

Medicare
Retirement
Retirement Planning

Why is open enrollment and reviewing my plan now so important?
Medicare Advantage and Medicare Part D Prescription Drug plans can change each year, meaning the

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An exit sign in a modern office building
David Maynard | Oct 8, 2021

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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David Maynard | Apr 24, 2021

The Evolution of Individual Long-Term Care Policies

Retirement
Retirement Planning
Insurance
Long-term care
Long-term care insurance

Long-term care nursing homes started popping up in the 1970’s. Insurance policies soon followed, as companies began to offer traditional long-term care policies

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David Maynard | Mar 29, 2021

Your Retirement Nest Egg About Ready to Hatch?

Retirement
Retirement Planning

As you near retirement, you’ve likely accumulated a nest egg through life-long contributions to retirement plans such as a 401(k) or 40(3). Now comes the hard

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Senior couple in a meeting with a financial professional
David Maynard | Mar 7, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Man with glasses leaning against a wall
David Maynard | Mar 1, 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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David Maynard | Feb 24, 2021

Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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David Maynard | Feb 22, 2021

Same Funds; Different Outcomes: Add This Tool to Help Reallocate Your 401(k)

401(k)
403(b)
457
TSP
Retirement
Retirement Planning
Investing

Same Funds; Different Outcomes: Add This Tool to Help Reallocate Your 401(k)

Want to potentially increase the returns in your retirement account at work, but

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