Nearing Retirement, Retirement Planning

When I’m 64 – Is Age Driving Your Retirement Plan?

Age is relative. How we feel from year to year probably depends on a litany of things other than just age, which many would say, “is just a number.” I felt that way again this year as I recently celebrated my 35th birthday. 35 didn’t feel any different than 34, or 30 for that matter.… Continue reading When I’m 64 – Is Age Driving Your Retirement Plan?

Nearing Retirement, Retirement Planning

Your Retirement “Transition” Plan in 5 Steps

Do any of the following describe you? You’ve worked at the same job with the same company for 25+ years. You aren’t ready to retire, but the job is getting old. Your work is draining, either because its mentally draining, physically draining or perhaps the commute is draining. You’re physically and mentally ready to retire,… Continue reading Your Retirement “Transition” Plan in 5 Steps

Nearing Retirement

What You Need to Know About Pension Election

Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable decisions. One of which may be how to elect a pension. Not everyone has a pension. In fact, fewer and fewer people do as fewer and fewer companies offer them. But if you do have a pension and have… Continue reading What You Need to Know About Pension Election

Nearing Retirement, Retirement Planning

Social Security Election Strategies: Have A Plan

Social Security remains a hot topic for my clients and one of confusion and concern. Unfortunately, there’s almost as much misinformation out there regarding Social Security as there is accurate information. Some of that is due to a couple key components to Social Security that were changed in 2015, due to the Bipartisan Budget Act.… Continue reading Social Security Election Strategies: Have A Plan

Nearing Retirement, Retirement Planning

Keep the Main Thing the Main Thing

Retirement planning can be simple, but it’s not easy, especially if you get too focused on all of the different variables at play. After going through each of the variables we discussed in this process, we believe you have now created a baseline plan. But that’s not where the work ends. How you feel today… Continue reading Keep the Main Thing the Main Thing