Tax Efficient Strategies in Retirement

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? […]

Father’s Day Financial Lessons from Famous Dads

Father’s Day Financial Lessons from Famous Dads Father’s Day reminds us to celebrate the wisdom and guidance our dads have shared throughout our lives. While every father’s advice is unique, […]

The Importance of Understanding Extended Care

Understanding Extended Care Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. Seven in ten […]

Retirement Traps to Avoid in Retirement

Retirement Traps to Avoid in Retirement Planning for retirement requires foresight, discipline, and awareness of potential pitfalls that could derail even the most carefully laid plans. Here are five major […]

Important Birthdays Over 50

Important Birthdays Over 50 Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. […]

Retirement is a Beginning

How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? If it is emotionally and psychologically fulfilling, if […]