As the first quarter of 2025 came to a close, reports confirmed what many investors and retirees feared: the U.S. economy contracted by 0.3%, marking a pause in the growth…
Tag: retirement strategy session
A Guide to Succession Planning for Business Owners
As business owners near retirement, they often face a significant challenge: ensuring their legacy is preserved and the future of their business is secure. After spending years or even decades…
Pros and Cons of Different Retirement Accounts: A Guide for Retirees
Retirement planning is a crucial aspect of managing wealth, especially for those approaching retirement or already in their golden years. Understanding the different retirement accounts available can help you make…
The Importance of Short-Term and Long-Term Goals for Retirement Planning
Retirement planning is one of the most important financial steps in life, and it takes thoughtful planning and ongoing effort. It’s not just about saving money for the future; it’s…
Common Investment Mistakes and How to Avoid Them
Investing for retirement can be a complex and daunting task, particularly for individuals with substantial assets. The more wealth you have to manage, the higher the stakes, and the potential…
Making Your Money Last Longer in Retirement
As people are living longer, traditional retirement planning is evolving into longevity planning. This new approach requires a holistic perspective that considers the individual, family, and societal factors to ensure…