How the SECURE 2.0 Act Affects You
No matter where you are in your career or retirement, the recently passed SECURE 2.0 Act has something for you. At 130 pages, it’s both lengthy...
Feb 20, 2023
retirement planning
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...
What Are You Retiring To?
Have you imagined the first day you get to wake up and not worry about work or your career? Imagining this magical day, known as the “first day...
What to Think About for Retirement if You are Single
Whether you are newly divorced, lost a partner, or have been on your own for a while you will want to revisit your retirement planning strategy...
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!