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July 13, 2023
11 of the Best Quotes on Retirement
People have their take on retirement, including the good, the bad, and the ugly. With planning, hard work, and a little luck, your retirement can be a dream come true (at least according to these pundits). Here are some of our favorite quotes about retirement! According to the Poor Richards Almanack, written by the original… View Article
READ MORESeptember 6, 2023
Federal Rate Hike – What does an interest rate hike mean for your retirement?
This month we are focusing on navigating unexpected life changes in retirement. You have likely heard that the Federal Reserve recently announced a .25% increase in interest rates.1 While many people saw this coming, it still brings a lot of questions, especially for those nearing retirement. Let’s dive in and answer some of the questions… View Article
READ MOREAugust 22, 2023
Retirement Income Series – What About Taxes?
“Anyone may so arrange his affairs that his taxes shall be as low as possible, he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes.” – Judge Learned Hand – Helvering v. Gregory, 69 F .2d 809, 810-11 (2d Cir.1934)… View Article
READ MOREAugust 15, 2023
Retirement Series – How Can I Grow?
Having a reliable and steady stream of income can be a game changer in one’s retirement, but it isn’t the only way to provide yourself with an income. Many retirees prefer to invest their money during retirement to continue to grow their assets. There are all kinds of different ways to grow your retirement income…. View Article
READ MOREAugust 9, 2023
Retirement Income Series – How Much Will I Need?
It’s nearly impossible to know how much money you’ll have in your pocket until you know how much money you’ll need. Retirement is meant to be enjoyed and full of new adventures like traveling the world and simple pleasures like spending time with the grandkids instead of clocking into work. A big question when faced… View Article
READ MOREAugust 3, 2023
Retirement Income Series – How Much Do I Have?
In a perfect world, we would all know the exact sum we’ll receive in retirement from all our different retirement savings accounts and income streams, and we wouldn’t lose a wink of sleep wondering if we’ll have enough to last our lifetime. Unfortunately, reality is different, but there are several avenues you can take to… View Article
READ MOREJuly 17, 2023
Four Pillars of Retirement – Family
Corey Hodges When asked to grade themselves on the four pillars of retirement, Americans consistently marked themselves highest on their relationships with family and friends. 1 Spending time with family is frequently mentioned by retirees as one of the greatest sources of satisfaction, fulfillment, and support. Once you enter retirement, you likely have much more… View Article
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