The year is officially halfway over, and that makes right now one of the most important times to hit pause, take stock, and make sure your retirement plan is still…
Tag: retirement savings
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…
Financial Conversations to Have With Dad This Father’s Day
As Father’s Day approaches, many families are thinking about ways to honor the father figures in their lives—through time spent together, meaningful gifts, and shared stories. But this holiday also…
Building a Resilient Retirement Plan through the SMART Retirement™ Approach
As retirement approaches, affluent Americans face a unique set of financial planning challenges. From minimizing taxes on substantial assets to ensuring income stability throughout a longer lifespan, the stakes are…
Last-Minute Tax Planning for 2024
As we approach the 2024 tax filing season, it’s crucial for high-net-worth retirees to stay informed about recent policy changes and their potential impact on tax planning strategies. Last-minute tax…