Should I Withdraw from My 401(k) Before Retirement? What to Consider First
At some point, many people find themselves looking at their 401(k) and wondering: Could I just use that? Maybe it’s an unexpected expense. Maybe...
Apr 27, 2026
Retirement
Rethinking Retirement: Earlier, Later, or Somewhere in Between
For many, retirement conjures up a single image: leaving work at age 60+ and stepping into a life of leisure. In reality, retirement is far more...
Preparing for Launch: Getting Ready for Retirement
I surrounded myself with all (well, most) of the books, cards, certificates, awards, swag, and other gifts I’ve received over the 31+ years of working in this profession. I’m holding the original letter I received from KMS when I first got appointed as a registered rep in 1994. For those with eagle eyes, there’s also my original HP calculator, my infamous magic 8 ball (which never got market predictions correct), the corny “tack” shelter that a client made for me, and several versions of the JBA logo & color scheme.
Why Budgets are Crucial for Retirement Success
Being on the precipice of retirement can incite a variety of emotions. It is, after all, a major life change that alters daily habits you’ve had...
Healthcare Considerations for Early Retirement
A frequent goal we hear from clients is the desire to retire before the traditional age of 65. Even if they’ve saved enough, they often hesitate...
Considerations When Rolling Over a 401(k) to an IRA
Do you have a 401(k) from a previous employer sitting somewhere untouched and unmanaged? Or perhaps you’re in the process of switching jobs and...
