Blogs

Elements of Retirement: Work

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.

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Four Ways to Plan Ahead for Social Security’s 2022 Cost-of-Living Adjustment

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.

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Four Ways to Use “Excess” RMDs

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.

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The Biden Tax Plan and Your Retirement

In this video Charlie Jordan previews pending tax legislation in Congress and how it could impact your retirement.

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Retiring Soon? Ask Yourself These Four Questions about Your Charitable Giving

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.

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You’ve Just Sold Your Business for Millions. Now What?

couple at breakfast

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.

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From Office to Awesome

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?

 

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Retiring Well Book Club: The Sudden Caregiver: A Roadmap for Resilient Caregiving by Karen Warner Schueler

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.

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Planning for Retirement: Using vs. Spending Wealth

A small shift in mindset can bring a higher level of life satisfaction, prioritization, and reduced anxiety around your retirement cash flow.

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Elements of Retirement: Home

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.

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