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3 Ways to Help Reduce Your Expenses in Retirement

No matter what your current age or financial position, it’s always a good idea to revisit your overall retirement plan, review your goals, investments, and budget for the future. Also, while you’re at it, you might as well try and find some new ways to help reduce your expenses in retirement. We welcome you to [...]

2020-07-25T03:35:26+00:00July 25th, 2020|Financial Planning, Retirement|

3 Tips for Staying Put in Retirement

It’s easy to fall into the trap of following a script when it comes to retirement, especially if you’re unsure of how to create your own plan. This “script” can dictate a retirement age, lifestyle, and even important financial decisions. For example, many people assume that they should downsize in retirement, or even move to [...]

2020-05-15T21:20:49+00:00May 15th, 2020|Lifestyle, Retirement|

Things to Consider Before Moving in Retirement

Where you live can be the biggest factor in your retirement plan, both in terms of finances and quality of life. There are many aspects of moving to consider, from accessibility to good healthcare, to proximity to family. Considering your goals, needs, and what really makes you happy can be the best way to decide [...]

2020-05-08T16:20:19+00:00May 8th, 2020|Lifestyle, Retirement|

Will Your Tax Burden Decrease in Retirement?

The tax filing deadline has been pushed back, but that doesn’t mean you don’t need to think about your tax burden in retirement. Most people don’t expect their taxes to disappear in retirement, but they may assume they’ll decrease substantially. However, this may not be the case. Between collecting Social Security, interest, dividends, and Required [...]

2020-04-05T18:24:37+00:00April 5th, 2020|Retirement, Tax Strategies|

Benefits of Pets

Once people retire and become empty nesters, they often enjoy their freedom to travel, make their own schedule, and have some time to themselves. But after a while, they might experience a lack of social connections and a loss of purpose that a career previously provided. There are so many ways to spend your free time [...]

2020-05-22T21:50:46+00:00March 22nd, 2020|Lifestyle, Retirement|

Spending Your Free Time in Retirement

If you’re planning on taking a vacation, it’s probably something that you’ve looked forward to for a while now.  And, that’s what retirement is about…  It’s your 30 or more year vacation.  Whether you’re traveling, volunteering, taking up new hobbies, or relaxing with friends and family, retirement is a time to unwind and do something [...]

2020-02-26T19:56:44+00:00February 17th, 2020|Lifestyle, Retirement|

Lifestyle Tips to Consider for Retirement

You’ve worked the majority of your life, and deserve to have many blissful years ahead. With a proper plan and execution strategy in place, you should be on-track to accomplish all of your retirement goals and dreams. If it’s been a little while since your last retirement review, then CLICK to request your complimentary, no obligation meeting. [...]

2020-02-26T23:34:59+00:00February 14th, 2020|Lifestyle, Retirement|