Retirement
Not Ready to Fully Step Away? It’s Time to Consider Part-Time Work in Retirement
For many older workers, the prospect of retirement is lurking just around the corner, but there may be options, like part-time work, that you haven’t seriously considered. Maybe you’re excited about finally being able to have more time to accomplish things. Perhaps you’re scared about what to expect financially. Whatever your feelings about retirement, it’s…
Read MoreYour Retirement Location Is Critical to Your Financial Planning. Here’s Why:
Where you plan to live when you retire impacts a lot more than just the view you have beyond your kicked-up feet when relaxing. If you haven’t given some serious thought to this topic, we’re here to say: you should. Where you intend to live after you retire can significantly impact your finances if you…
Read More6 Pillars on Which to Build Your Foundational, Clear Vision for Your Future (And Financial Success)
It’s always great when you have a plan in motion. When individuals and families save for the future, no textbook method works for everyone. Be that as it may, it can be hard to find out how much you need to save when planning for your future. It can seem rather difficult trying to…
Read MoreLeveraging Your Legacy: Structuring Your Charitable Endeavors into Your Estate
No matter where you are in your journey to retirement, one thing that should still be at the forefront of your mind is your legacy. What kind of charitable impact are you planning to leave behind, not just for your children and family, but your community and world as well? When it comes to…
Read MoreFinding the IRA Type for You: Nine Comparisons to Put You on the Right Path
There are two common types of individual retirement accounts (IRAs), traditional IRAs and Roth IRAs. Many people often look for one of these plans as a retirement fund. They are both designed to help you save money but in entirely different ways. They also have other notable features that make them an excellent choice for…
Read MoreThe Critical Importance of Financial Education at a Young Age (And Why It Isn’t Negotiable)
It is an unfortunate reality that many times, kids do not get adequate (or really any) financial education while in school. However, this is a fundamental survival and life skill that needs to be taught to youth from very early. It is essential that this trend changes to serve our children better as they grow…
Read MoreProtecting Your Financial Information
Protecting your financial information is always a top priority for us. The Internal Revenue Service (IRS) recently reminded us that tax-related scams are still pervasive. I believe you can never be too careful when it comes to protecting your information privacy. Here are some suggestions for thinking ahead of potential scams: Never share…
Read MoreRetiring Misconceptions & Concerns About Your Golden Years
Recently, I ran across a list of frequently asked questions about retirement that I found a little bit alarming. Two of the questions that really struck me centered around whether or not retirement causes depression and whether or not retirement can ruin your marriage. I spend much of my day talking with clients about their…
Read MoreRetirement Planning by the Decade
No matter how old you are, it’s never too early to start planning for retirement. Pretty much as soon as you start working and earning money, you should be thinking about how you’re going to be saving for when you retire. Typically speaking, however, most people don’t really begin planning until they are well into…
Read MoreFinding Balance Before Retirement
It seems that everywhere you turn today, you hear social leaders and lifestyle coaches proclaiming how you, too, can begin to lead the life you’ve always dreamed of by working hard, investing your funds and practicing frugal habits. All of this is geared towards the goal of retiring at a previously unheard of age. Examples…
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