How the SECURE 2.0 Act Affects You
This article was originally published on February 20, 2023, and updated on December 15, 2023. The last few years we saw a variety of laws passed...
Dec 15, 2023
retirement
Happy Birthday? Retirement Decisions at Age 55+
You may think that only those birthdays ending with a zero are a big deal, but in the world of retirement planning, the ages between 55 and 72...
New Job, New You! Are Your Finances Ready?
Leaving one job for a new one? Or perhaps you are returning to the workplace after time at home. New jobs can bring with them lots of excitement,...
4 Reasons You May Want to Relocate in Retirement
Many people retire in the same place they lived during their working years. If the city or town you lived in throughout your career is filled...
What’s the “Magic Number”?
Often people have an idea there is a “magic number” they need to save for retirement to be a reality. While savings goals are great, the ability to retire is much more closely tied to a different number: Monthly Expenses!
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.
