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The annual Retirement Confidence Survey consistently shows retirees’ expectations pre, and post-retirement may not always be realistic for specific areas of retirement planning. A realistic financial plan will consider all...
Planning a sustainable withdrawal strategy is one of the most overlooked areas of financial planning. A clear and coordinated withdrawal strategy is crucial because it will ultimately determine how an...
#1 Not having a rational process A process for decision-making helps maintain focus, reduces uncertainty, and ensures that everyone remains on the same page. Having a process translates to efficiency...
Choosing a retirement date is the final step before entering retirement. But for a smooth transition, most individuals will need to coordinate benefits and potentially make last-minute adjustments to their...
As the COVID-19 pandemic swept the country, we first reported this event’s game-changing effect on retiree income, specifically for those who recently retired or were about to retire. Many individuals...
Almost everyone loves owning income-generating rental real estate, especially in those early retirement years. What’s not to love? It can provide consistent income, and you may even be able to...
Considering or not considering Long Term Care Insurance is a personal choice. By reading this article, you are saying you are open to the concept of Long-Term Care Insurance for...
When changing jobs or retiring, it’s always prudent to consider all your options as far as employer-sponsored retirement accounts. In rare cases, it can make sense to do nothing, and...
