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, […]
We Won! Thank You for Voting Citizen Advisory Group #1!
We’re absolutely thrilled to announce that Citizen Advisory Group has been named the favorite investment firm in The Blade’s Readers’ Choice Awards 2025! This incredible honor belongs to YOU – […]
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 […]
May is Disability Awareness Month: Here’s Why Disability Insurance Matters
May is an important month as we honor Disability Awareness Month, a time when we stand together to support individuals with disabilities and celebrate their valuable contributions to society. In […]
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 […]
April is Financial Literacy Month: 10 Tips for Financial Literacy
The term “financial literacy” refers to a variety of different skills and concepts. Everyone’s financial situation and financial well-being are different. People who are financially literate save more money and […]
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. […]
When Should YOU Start Taking Your Social Security Benefits? (VIDEO)
In our latest episode of “Retire Well”, we share tips to help you OPTIMIZE your Social Security benefits. Knowing when to claim Social Security can make a big difference in […]
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 […]