Are you on the brink of retirement, but feeling unsure about whether you’re truly prepared, both financially and mentally? The world of retirement has shifted from the traditional retirement age…
I just passed my 3-year mark of what we like to call (Un)Retirement. It’s about no longer having that big job and now you have the time to freestyle and…
Retirement is a significant change in anyone’s life, especially when you transition from being a saver to a spender. But before you start planning your retirement party, there are some…
The 2019 Setting Every Community Up for Retirement Enhancement (SECURE) Act revised existing rules around retirement saving. In December of 2022, Congress passed, and President Biden signed into law, a…
With both stock and bond markets down so far in 2022, it’s an unsettling time for many new retirees and those considering retiring soon. Watching your retirement nest egg, that…
Just as a lack of financial planning can affect your investment portfolio and your financial future, misunderstanding or a failure to adhere to the rules surrounding required minimum distributions (RMDs)…
Without getting into the weeds of Prop 19, here are 3 main takeaways: 1. The biggest winners are California homeowners aged 55 and older. Qualified homeowners may now move anywhere…
Avoiding these mistakes should help keep you on track for a secure retirement. 1. Underestimating Life Expectancy When does your retirement plan end? At the age of 75? 85? 95?…
After working in this industry for over 25 years, I notice that the same questions are frequently asked by clients that are preparing for this next chapter in their life….
Whether you are still in the planning stage–or already retired–here are seven important questions to ask yourself to help increase your odds of a successful retirement.
