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estate, estate planning, beneficiaries, inheritance, funeral, casket

Estate Planning Investments Taxes Wealth

Received an Inheritance? Be Aware of These 5 Tax Implications

Navigating the regulations of inheritance tax can add to an already complex and stressful situation for beneficiaries. Whether or not this is your first time paying inheritance tax, knowing the…

Deena WatsonDecember 12, 2022

generational wealth, estate planning, family, multiple generations, wealth management, retirement planning

Estate Planning Investments Taxes Wealth

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth

It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to…

Deena WatsonNovember 18, 2022

coffee, starbucks, frugality, retirement planning, wealth management

Income Investments Risk Wealth

Is Frugality the Key to Reaching Retirement?

You skip Starbucks & pack your lunches, but is frugality key to reaching retirement? For many, preparing for retirement means spending strictly and limiting unnecessary expenses during their working years.…

Deena WatsonDecember 12, 2022

Estate Planning Investments Wealth

Considering Selling Your Home to Fund Retirement?

Considering selling your home to fund retirement? You aren’t alone. Not only do you need to consider your financial situation, but evaluating your retirement lifestyle is essential. If you’re on…

Deena WatsonJuly 17, 2023

Arrows showing market ups and downs | Outlook Wealth Advisors

Investments Risk Wealth

What to do in a down market?

WHAT TO DO IN A DOWN MARKET? "History provides a crucial insight regarding market crises: They are inevitable, painful, and ultimately surmountable." ~Shelby M.C. Davis, founder and former mutual fund…

Deena WatsonJune 16, 2022

Life Insurance, beneficiary, estate planning, estate, inheritance, heirs

Estate Planning Income Investments Taxes Wealth

Estate Planning: Life Insurance

ESTATE PLANNING: LIFE INSURANCE When it comes to life insurance, there are many choices: Whole life. Variable universal life. Term. What do these descriptions really mean? All life insurance policies…

Deena WatsonJuly 26, 2022

Life Insurance, retirement planning, wealth management, retirement plan benefits

Estate Planning Income Investments Taxes Wealth

5 Roles Life Insurance Plays in Retirement Planning

5 ROLES LIFE INSURANCE CAN PLAY IN YOUR RETIREMENT PLAN More than a benefit for loved ones you leave behind, life insurance can play a key role in your retirement…

Deena WatsonJuly 26, 2022

Caregiver, Long-term care, aging in place

Healthcare Wealth Women

What Do Caregivers Need to Know About Retiring Early?

November is National Family Caregiver Month, an opportunity to honor the physical, mental, and emotional effort caregivers put into their role every day. When looking after a loved one, it’s…

Deena WatsonNovember 1, 2023

Medicare Doesn’t Cover A Lot Of Things In Retirement | Outlook Wealth Advisors

Healthcare Risk

The ABCs of Medicare: What You Need to Know Now

Whether you’ve officially retired or are still working full-time, as you approach 65 it's important to understand the ABCs of Medicare. While you’ve likely heard of it before, we’re breaking…

Deena WatsonSeptember 27, 2023

Medicare, medicare coverage, medicare expenses, retirement planning, wealth management

Healthcare Income Risk

7 Things Medicare Doesn’t Cover

7 THINGS MEDICARE DOESN'T COVER Medicare Part A and Part B, also known as Original Medicare or Traditional Medicare, cover a large portion of your medical expenses after you turn age 65.…

Deena WatsonJanuary 27, 2022