Nearing Retirement

In this podcast episode, we provide a checklist to help prepare for your final career year.  This is partially a financial conversation, but what we've come to

You may have heard in the news that the Secure Act 2.0 was passed right before New Year’s. As always, we try to be proactive and notify you of any changes that

Change can be hard, especially when transitioning into retirement and figuring out new routines in life. You may be surprised to realize it's hard to change

The sandwich generation is defined as people who are still working, most likely in their 30's or 40's, that are responsible for bringing up their own children

The key to any successful financial plan is making sure you use reasonable assumptions. An age gap between spouses can have an impact on irrevocable decisions

Have you ever thought about retiring at the same time as your spouse? Part of our job is figuring out if retiring at the same time is financially possible, but

Recently, Edward Jones put out the 4 Pillars of Retirement study, which was comprised of health, purpose, family and finance. Recently, Edward Jones put out the

Have you been considering a big purchase but you’re concerned you can’t afford it since you’re retired? Is making a large purchase in retirement a smart idea

In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long hours. No stressful situations like

For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of financial hemorrhage. Sandwiched between adult