Planning matters

Changing Jobs? What You Need to Know (Part 2 of 2)

There are a lot of financial aspects to consider as you look forward to starting a new job. Part 2 of this two-part series goes over a list of items to think through as you get underway with your new employer.

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Changing Jobs? What You Need to Know (Part 1 of 2)

Whether you’re making a planned transition or have found yourself unexpectedly let go, it can be both exciting and daunting to change from one job to another. There are a lot of financial aspects to think about, so we’ve pulled together a couple of checklists to help you manage the transition.

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Encore: What Will You Do in Retirement?

We challenge our clients to think through what retirement really means to them, and what passions or pursuits will further enhance their enjoyment in their encore phase of life.

Our approach and process helps our clients to identify goals or aspirations they may not have had the time to pursue while working. Getting clear about what excites you as you transition into retirement, actively pursuing those passions, and giving back by sharing your knowledge and experiences, can be unbelievably rewarding.

This week we’re highlighting Brian who uses his talent to benefit Habitat for Humanity.

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Happy Birthday? Retirement Decisions at 55+

If you will be hitting a “milestone” birthday soon, you’ll have some decisions to make (in addition to what you should plan to wish for when you blow out the candles). Some of these choices can’t be changed later. Rather than waiting to evaluate your alternatives at the time you need to choose, it’s smart to start thinking about them now.

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Saving on Your Spending

Looking for ways to save money on the things you buy? Client Services Specialist, Haley Smart has some ideas for you.

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