Mar 20, 2024 | Finances, Investing, Retirement Planning
Practical Suggestions to Build the Golden Years of Your Dreams To build the life in retirement that you envision, there are retirement planning steps that are important to begin early on. Retirement planning is a key part of any sound financial plan....
Feb 7, 2024 | Finances, Insurance, Retirement Planning
‘Gray Divorce’ and Important Implications to Consider Facing a divorce after the age of 50, especially as you near retirement, can be especially fraught with financial implications you may not have considered. Even if you’ve been anticipating this significant...
Dec 6, 2023 | 401ks, Investing, IRAs, Retirement Planning
Weekly Update – 12/6/2023 How to Maximize Retirement Accounts from Former Employers The journey to retirement spans a lifetime, marked by the pursuit of a fulfilling post-work life. Many Americans switch employers during their careers, resulting in the retention of...
Nov 29, 2023 | Finances, Investing, Retirement Planning
Some people avoid financial planning because they feel overwhelmed by all the numbers. Whether you suffer from the very real condition of arithmophobia or you simply don’t feel like you understand enough about finances to tackle your own, then this article is for you....
Nov 9, 2023 | Finances, Investing, Retirement Planning, Saving Money, Social Security
Retirement is one of the most significant milestones in life. It represents the culmination of years of hard work and savings, but it also marks the beginning of a new financial chapter. Ensuring a comfortable and stable retirement requires careful planning, and a key...
Oct 26, 2023 | Finances, Healthcare, Retirement Planning
Key Considerations for Couples Planning Retirement Together As a financial professional, I often find myself discussing retirement plans with couples who are contemplating the idea of retiring simultaneously. The notion of embarking on a shared retirement...
