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Month: August 2026

Spousal IRA Rules: Contribution Strategies for Couples

Financial advisor discussing retirement savings with a married couple

Schedule a consultation to review 2026 spousal IRA rules, contribution limits, and tax strategies that help a non-working spouse build retirement savings.

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Phased Retirement: How to Transition Gradually

Financial advisor speaking with a middle-aged couple in a bright modern office about a gradual retirement transition

Call Hoxton Planning & Management LLC to plan your phased retirement. Learn how reducing hours can coordinate income, Social Security, and benefits.

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Financial Planning for Single Retirees: A Complete Guide

Financial advisor meeting with a client in a warm, professional office setting to discuss retirement planning

Schedule a consultation to learn how financial planning for single retirees can help you build a secure, independent retirement. Call Hoxton Planning &…

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Long-Term Care Insurance Guide for Retirement Planning

Older couple meeting with a financial advisor to review retirement planning documents

Schedule a consultation to explore your long-term care options. This long-term care insurance guide covers costs, policy types, and retirement strategies.

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Hoxton Planning & Management, LLC
8530 Shepherdstown Pike
Shepherdstown, WV 25443

  • clientservice@hoxtonpm.com
  • (304) 876-2619

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hoxton Planning & Management LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Hoxton Planning & Management LLC (“Hoxton”), an SEC Registered Investment Advisor located in Shepherdstown, West Virginia.

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