Selecting a financial advisor is a major life decision, one that can alter your financial trajectory for decades to come. Especially when you are near to retirement. It may have…
Tag: planning for retirement
Are you Financially Ready for 2023?
Another year is coming to an end, but if you’re in the midst of planning for your golden years, the best time of the year is often the busiest time…
Retirement Planning Moves to Help Mitigate Taxes
Spoiler Alert: Taxes don’t stop when you retire! Try these strategies to minimize taxes on the money you will use for retirement. Despite paying taxes your whole working life, unfortunately…
Retiring with Large Age Gaps? Here's What Couples Should Know.
MIND THE AGE GAP. Retirement decisions are always complex. But they can be doubly so when a big age gap between spouses means wide variations in retirement dates, life expectancy,…
Retirement Confidence Gap for Married and Unmarried Women
It’s no secret that the gender wage gap has remained remarkably obstinate for our lifetime and, inevitably, becomes a significant shortfall at retirement. While divorced, widowed women are more likely…
What’s Your Retirement Confidence Level?
The pandemic and global economy has altered the lives of every American. Confidence in retirement starts with recognizing that today’s financial behaviors and progress made toward financial goals affect tomorrow’s…