Retirement
Trim Your Future Tax Bill by Thinking Ahead
Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your tax savings – could be more than worth the effort. Consider adding one or…
Read MoreHelping You Plan Today For The Tomorrow You Envision
Longevity is here to stay. But it’s quality – not just quantity – of life that truly matters. Fortunately, we’re here to help you with both. According to the World Health Organization, global average life expectancy has risen by more than six years in the past two decades. That’s why it’s more important than ever…
Read More“Retirement Rules”: Why You Shouldn’t Wait to Start Living the Life You Deserve
If you could retire from work today, what would you do with your time? Would you travel, spend more time with your families, volunteer or pursue a favorite hobby? Well, what if I told you that you could do all of those things -NOW- and still have money to plan comfortably for the future you desire?…
Read MoreHome, Sweet Home(s): Investing in Real Estate
In his celebrated 1822 song, Home, Sweet Home, playwright John Howard Payne profoundly and firmly holds his own home as a more revered spot than a royal palace (even if the said home is a “lowly thatched cottage”). While you may not know Payne by name, you’ll undoubtedly be aware of his brilliant and imperishable…
Read MoreThe Essential Checklist for Selling Your Business
Congratulations! The due diligence is done, and you and the buyer are satisfied with the deal. You’re getting ready to schedule a closing date where you and the buyer, along with your advisors and other professionals, will dot the i’s and cross the t’s. So what should you expect before crossing the finish line? Be…
Read MoreWhen It Comes Time To Claim Social Security, Do You Know All of Your Options?
You know Social Security and retirement go hand in hand, but do you realize just how important it is to make the right claiming decisions? One Social Security misstep could leave you missing out on hundreds of thousands of dollars over a lifetime. That’s why it’s time to start thinking seriously about Social Security and…
Read MoreNavigating The Unpredictable in Your Retirement Routine
You wake up in the morning, get yourself a healthy breakfast, and sit down to check in on the daily news of our world. Even after leaving the workforce, our days and our lives still find a way to develop some element of routine or predictability. You lean on a few established activities or events…
Read MoreThe Top 7 Social Security Myths (and How To Get the Most from Your Hard-Earned Benefits)
Social Security seems simple. But this retirement benefit is in fact quite nuanced, with many variables to consider–including when to start collecting, how to maximize your benefit, and what to do if you choose to go back to work. Here, we shine some light on common Social Security misconceptions to help get the most from…
Read MoreWhy Rethinking Retirement Can Lead to a Healthier and Happier Life
Picture this… what’s the first thing that enters your mind with these words? Flower Friend Retirement Music Anyone can quickly imagine a flower, a friend or music. But, retirement? What does retirement look like? Most of us think about retirement as “life after 65”, having taken a nice, clean, dramatic transition from the grind of…
Read MoreNot 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…
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