15 11, 2019

Keeping Your Brain Sharp in Retirement

Retirement planning forces us to make many decisions, as well as calculations. And while a professional can help you with those, it can also help to sharpen up your math skills. Calculating percentages and interest rates off the cuff this isn’t difficult, but it can be intimidating without pen and paper. After all, you haven’t [...]

18 10, 2019

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 [...]

23 09, 2019

Will Your Tax Burden Decrease 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 Minimum Distributions, your retirement income could be substantial. All of these types of income can be subject to tax, and there are strategies [...]

23 08, 2019

What is Your Desired Retirement Lifestyle?

Even though finances are important, life isn’t just about money. Rather than have your finances dictate your retirement lifestyle, your retirement lifestyle can help dictate how you plan for your finances. After all, two people with similar amounts of money could have completely different concepts of what constitutes their desired retirement lifestyle. No matter if [...]

16 08, 2019

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 [...]

9 08, 2019

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 [...]