Are You Ready for Endless Summer?

It’s time to start planning your summer, and whether you’re going to laze around on the beach, visit friends, or take a trip, it’s important to also start thinking about your retirement plan. On average, we spend more time every year planning for vacations than planning for retirement – and retirement is much longer than [...]

2019-06-17T14:05:45+00:00June 17th, 2019|Lifestyle, Retirement Planning|

What is a Phased Retirement Program?

Some look forward to their last day of work, some are disappointed to leave coworkers and a purposeful career, and others are somewhere in between. There are many things to love about retirement, like the freedom to travel, spend time with family and friends, and just wake up whenever you want, but hopefully there are [...]

2019-06-11T00:49:55+00:00June 11th, 2019|Retirement Planning|

Saving for Retirement While Reducing Your Taxes

This tax season will be the first time Americans are filing under the new tax code, adding complexity, and possibly stress, to the already complex and stressful filing process. But, like with most things in life, a little preparation goes a long way. As you prepare for retirement, you’ll want to think about ways to [...]

2019-04-02T01:57:22+00:00April 2nd, 2019|Retirement Planning, Tax Strategies|
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