Submitted by asd Charlie Jordan on 10/21/2021 - 10:11
An increasing number of Baby Boomers are looking to work at some level in retirement. In this overview of one of our key Elements of Retirement, we discuss different ways work can be a part of your retirement journey.
Submitted by asd Chase Mouchet on 10/21/2021 - 09:33
On October 13th, the Social Security Administration announced a 5.9% cost-of-living adjustment (COLA) that will take effect in January 2022. This announcement could be welcome news for many retirees, while it could be less impactful for others due to rising living costs.
Submitted by asd Chase Mouchet on 10/07/2021 - 10:26
If you expect your Required Minimum Distribution to exceed your expense needs in 2021, consider these four ways to put your extra proceeds to use before year-end.
Submitted by asd Chase Mouchet on 09/30/2021 - 03:19
If charitable giving will be an important part of your retirement, here are four questions to ask yourself as you approach giving in this next phase of life.
Submitted by asd Jason Cross on 09/24/2021 - 04:56
Financial and life decisions often become more complex – not less – after selling. Here are ways to maximize your profits from the sale while enjoying retirement.
You've probably dreamed of it, but then there's the reality. What happens when you make the leap from a secure job in corporate America to become an entrepreneur?
Submitted by asd Charlie Jordan on 09/09/2021 - 10:36
Caregiving is a responsibility that, while difficult, most take on willingly out of support for the ones they love. It is also often a major disruption to life and financial plans. This book addresses how to make that transition if called upon suddenly and offers guidance for making prudent plans in anticipation of future needs.
Submitted by asd Chase Mouchet on 08/26/2021 - 03:29
The Home element encompasses more than just the physical structure where we reside. Our memories, desires, and goals can all influence how we approach our housing choices.
