Retirement Planning

5 Questions to Ask Yourself About Insurance in Retirement

Most clients of ours have made plans for their estate and documented them in their Will and through beneficiary designations on their financial accounts. This is a must, and we’re happy to help our clients check those boxes. But part of planning your estate is also about trying to balance protecting it (through insurance) and… Continue reading 5 Questions to Ask Yourself About Insurance in Retirement

Retirement Planning

5 Tips to Help Money Last Until You’re 100

Every year I like to read the results of the “Retirement Confidence Survey” which aims to gauge the views and attitudes of working and retired Americans regarding the various aspects of retirement. Of all the questions in the survey (34), I tend to frequently quote the results of one. Of the current workers surveyed, only… Continue reading 5 Tips to Help Money Last Until You’re 100

ABCs, About Us, Retirement Planning, Uncategorized, Wealth Transfer

5 Things to Do, Financially, Before You’re 50

For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished. It’s a symbol of freedom; no school for kids, a popular vacation time, maybe even more casual attire at work. I’d venture to guess, it’s also the time of the year where people think about retirement… Continue reading 5 Things to Do, Financially, Before You’re 50

ABCs, About Us, Business Owners, Nearing Retirement, Retirement Planning, Uncategorized, Wealth Transfer

My Work Was My Identity. Now What?

In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long hours. No stressful situations like answering to a boss or managing relationships with co-workers. And for some, no more physical grind on the body, time away from the family or long commutes. Often what… Continue reading My Work Was My Identity. Now What?

ABCs, About Us, Nearing Retirement, Retirement Planning, Uncategorized, Wealth Transfer

Financially Sandwiched Generation

For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of financial hemorrhage. Sandwiched between adult children seeking (multiple?) degrees or grounded by a lack of available jobs and aging parents needing care and support, these clients are finding themselves having to keep multiple generations afloat, often… Continue reading Financially Sandwiched Generation