#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...
Everyone needs an estate plan. And most people prefer the idea of loved ones remembering them in a positive light – not for estate planning missteps. The Estate Tax...
Investors likely don’t have just one risk tolerance – they have several. Our approach to solving risk is to develop a composite of different risk tolerance worksheets. The goal is...
