Your Extended Care Strategy

Are you prepared for the possibility—and expense—of eldercare?

Financial Planning BlogParkshore Wealth ManagementNovember 26, 2019Eldercare

How Medigap Choices Are Changing

Plan F is fading away, and Plan G may gain more popularity.

Financial Planning BlogParkshore Wealth ManagementOctober 25, 2019Medigap

Should I Retire at 65?

While age 65 has traditionally been a time at which many people retire, making this transition is a personal choice that depends on a variety of factors such as your health and finances.

VideoParkshore Wealth ManagementOctober 24, 2019

How Can I Increase My Social Security Benefit in Retirement?

Given the complexity behind calculating your Social Security benefits, you may be wondering how to maximize what you’ll receive.

VideoParkshore Wealth ManagementOctober 10, 2019social security

That First RMD from Your IRA

What you need to know about this must-do distribution.

Financial Planning BlogParkshore Wealth ManagementSeptember 26, 2019IRA, IRA RMD, Traditional IRA

Types of Stock Market Analysis

Three approaches to analyzing the market.

How Do I Estimate My Social Security Benefits in Retirement?

Since the monthly benefits you’ll receive from Social Security vary from person to person based on factors such as age and earnings record, the best place to find an estimate is on the Social Security Administration website.

VideoParkshore Wealth ManagementSeptember 26, 2019retirement income, social security

How Is a Brokerage Account Different from a Retirement Account?

Through our work with clients as CERTIFIED FINANCIAL PLANNER™ professionals in Roseville, CA, we often hear the question “How is a brokerage account different than a retirement account?”

VideoParkshore Wealth ManagementSeptember 12, 2019401k, brokerage account, Investments, IRA, retirement account, Taxes

Cash Balance Plans: A Retirement Savings Powerhouse

More professional practices (and practice groups) are looking into them.

Insurance Needs When Married with Children

Considering coverage for your household.

How Does Retiring Early Affect My Medicare Benefits?

If you decide to retire before you turn 65, you may face a gap between having health insurance coverage through your employer and the time at which you are eligible for Medicare, which means it’s even more important to incorporate health care into your financial planning.

VideoParkshore Wealth ManagementAugust 22, 2019early retirement, medicare, Retirement Planning

What Are the Most Important Estate Planning Documents I Should Have?

Having an estate plan—regardless of your age or assets—is an important way to ensure your family members are taken care of according to your wishes.

VideoParkshore Wealth ManagementAugust 8, 2019estate planning, living will, trust

What the SECURE Act Could Mean for Retirement Plans

If passed, it would change some long-established retirement account rules.

Financial Planning BlogParkshore Wealth ManagementJuly 30, 2019IRA, Plan for retirement

Put It in a Letter

Express your wishes for how you are remembered by loved ones.

What Is a Fiduciary Advisor?

When working with a financial advisor, it’s crucial to know if that advisor is a fiduciary. Doing so can give you a better understanding of whether that professional might have conflicts of interest.

VideoParkshore Wealth ManagementJuly 25, 2019fiduciary, financial advisor

Why Should I Roll Over My 401(k)?

If you have a 401(k) account through an employer and you leave your job or retire, you often have a choice to either keep your money in your old employer’s 401(k) plan or roll over the balance into another retirement account.

VideoParkshore Wealth ManagementJuly 11, 2019401k, Retirement Planning, roth ira

Tax Moves to Consider in Summer

Now is a good time to think about a few financial matters.

The Value of Key Employee Insurance

Can your small business risk not having it?

Financial Planning BlogParkshore Wealth ManagementJune 27, 2019insurance

How Should I Incorporate Travel into Our Retirement Planning?

Many people dream of traveling the world or at least vacationing more during retirement since they’ll have more free time. You can better achieve your travel goals by planning for them now.

How Can I Save for Retirement if I'm Self-Employed or Own a Small Business?

If you’re a small business owner or self-employed, you may not have a clear understanding of how you should save for retirement.