November 15, 2019
How to Plan For Your Retirement – Important First Steps
We regularly work with people who are planning for retirement. So, we find it interesting that the MIT Age-Lab recently asked individuals to provide five words for how they imagined their “life after career.” Here are just a few of […]
November 6, 2019
What Should Financial Advice Look Like?
Hiring a financial planner or financial advisor to assist you with investing for retirement is common. But, when asked what your advisor or planner does for you, what is your answer? We typically hear from folks that their advisor invests […]
There’s an excitement at the beginning of that “something” you’ve been looking forward to. Some eagerly anticipate the opening day of their favorite sporting event. For others, it’s the sound of silence at home as the kids head back to […]
June 28, 2019
It’s More than Just the Money
You might imagine that we work with quite a few people who are in the run up to their retirement years. So, what do you think is the first thing people consider when thinking about their retirement? Yes, you got […]
June 18, 2019
How’s Your Retirement IQ?
Imagine rolling into the operating room where you are scheduled for surgery. Then, imagine being handed the scalpel and the nurse saying to you, “You’ll be operating on yourself today.” This is how millions of Americans approach retirement. The surgeon […]
April 16, 2019
4 Ways to Manage Taxes in Retirement
Think you’ll pay less in taxes during retirement? Careful, it’s not always the case. If you haven’t planned your spending and income sources right, you just might have an unexpectedly high tax bill. So how can you plan for lower taxes […]
March 14, 2019
Should I invest in a Roth IRA or a Traditional IRA?
One of the questions we often get this time of year is, “Should I invest in a Roth IRA or a Traditional IRA?” So, to help you as you consider which is best for you, here are some important facts: […]
February 15, 2018
Take this Quiz: Be Intentional – Key to greater financial success!
Jan and Bill are married, have two kids, and within the last few years have moved into a new home. Both Jan and Bill work full-time, contribute to their employer 401(k) plans, and have started saving for their kids’ college. […]
December 12, 2017
Obstacles to Retirement: Courage is half the battle
Retirement is an idea that can offer solace AND anxiety. It is something that we have to grasp financially as well as emotionally. And no matter what, it involves a considerable amount of the unknown. We’ve seen countless folks let […]
November 28, 2017
Ever think about retiring?
WHEN CAN YOU RETIRE? The answer is…when you have enough money to meet your financial life needs for as long as you live. Now, let’s determine how long you’ll live, what your expenses are today, what they’ll be tomorrow, and […]
