I’ve interviewed over 90 guests on “I Used to be Somebody” and almost all say they wished they had ended their careers earlier. This includes me. However, it’s crucial to consider your financial situation before making such a decision.
On January 5, 2025, President Biden signed into law the Social Security Fairness Act, repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). These provisions previously reduced…
As you approach retirement with TPMG, you’re faced with a pretty big decision—how you want to receive your pension benefits. It’s a significant choice, and we want to make sure…
As your financial advisors, Capital Advantage feels that it is important that we address current conversations surrounding Social Security. With numerous headlines speculating on the insolvency of this vital program,…
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)…
Originally published by Carl Landau, I Used to Be Somebody: My 6 Best (Un)Retirement Decisions I’m currently starting my 4th year of what we call (Un)Retirement. And maybe I’ve learned…
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…
Retirement Planning Guide: 7 Essential Questions You Need to Ask
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.
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