Dec 5, 2024 | Retirement Planning
As the year draws to a close, it’s time to take stock of your financial situation and prepare for the upcoming tax season. Proactive planning can help you optimize your tax liability, organize your finances, and set a solid foundation for the new year. And for someone...
Oct 1, 2024 | Retirement Planning
Being ready to retire is about more than just your financial statements. It’s common for people to get caught up in planning and saving, forgetting about the emotional aspects of retirement planning. Think about it. You’ve spent most of your life in the workforce....
Oct 1, 2024 | Retirement Planning
How do you decide when to retire? Making that leap out of the workforce and into your retirement isn’t a decision that should be taken lightly or made for the wrong reasons. While a bad day at work or seeing someone else’s vacation photos on Facebook can give you...
Aug 20, 2024 | Financial Planning, Retirement Planning
Determining the ideal retirement age is a pivotal decision that influences not only your financial well-being but also your overall quality of life in your later years. This decision is deeply personal and varies from individual to individual based on a variety of...
Aug 15, 2024 | Retirement Planning, Tax Planning
There are a number of different tax strategies individuals and couples nearing or in retirement can utilize to decrease the amount owed on their retirement savings and income. These strategies involve utilizing a number of different tax-efficient investment accounts...
Oct 19, 2023 | Retirement Planning
Why should a couple aged 50 or older consider a prenup? Are there any reasons why they shouldn’t consider this? A prenuptial agreement can be particularly beneficial for older couples because they often have more significant assets, prior marriages, and children whose...
