Summer often brings visions of family time, beach vacations, barbecues, and long weekends – not financial statements. But while markets can feel quieter and life moves at a slower pace,…
Tag: retirement income planning
Trump’s One Big Beautiful Bill: What Retirees Need to Know
The Trump Administration’s sweeping new tax law, the One Big Beautiful Bill, was officially signed into law on July 4, 2025, bringing with it a wide range of tax reforms…
Michigan’s Retirement Landscape Is Changing. Is Your Plan Ready?
For many retirees, where you live can be just as important as how you live. And if you’re planning to retire in Michigan – or already enjoying retirement here –…
Bucket Strategy 2.0: Why Modern Retirees Need a Smarter Income Approach
For today’s retirees, creating income is no longer as simple as drawing from one account. Rising healthcare costs, inflation, market volatility, and changing tax laws all demand a more strategic…
Are You Part of the ‘Peak 65’ Generation? Here’s What to Do Before Retiring
The United States is experiencing a major milestone: more Americans are turning 65 than ever before. Known as the “Peak 65” generation, this wave of Baby Boomers entering retirement age…
Breaking Down the Most Common Financial Vehicles for Retirement: Which Ones Are Right for You?
Planning for retirement can feel overwhelming, with a wide range of financial vehicles available, each with its own rules, benefits, and potential pitfalls. But when you understand how each one…