Timing Your Retirement Withdrawals
When is the ideal time to tap into your retirement savings? Planning when to withdraw from your retirement accounts is a critical decision that
May 27, 2025
Category: Retirement 101
Is an HSA Part of Your Financial Plan?
Rising medical expenses are a growing concern for individuals and families, both during their working years and in retirement. Planning ahead for these costs is
April 22, 2025
The QLAC Strategy
The QLAC Strategy: Balancing Longevity Risk in Your Retirement Plan What is the purpose of a Qualifying Longevity Annuity Contract (QLAC)? The key word is
February 25, 2025
Creative Pursuits Are Good for Your Soul…and Your Retirement
Do you like to sing? Have you wanted to learn to paint watercolors? Did you know the arts are good for your mental health? Studies
October 8, 2024
Can you FLUNK at Retirement?
Yes, you can! Retirement is a significant change. It is a transition…just like a cross country move, or the loss of a spouse through death
September 10, 2024
Lifelong Learning Makes a Richer, Vibrant Retirement
Very few people stop learning once their formal education is over. You may have taken classes to polish your professional credentials. Or you may have
August 27, 2024
Which Roth is Right for You?
In retirement planning, the Roth 401(K) and the Roth IRA are strategic tools. They allow for tax free growth and distribution. They are the pocket
August 1, 2024
Setting Fitness Goals in Retirement
As your career goals begin to recede during the transition to retirement, you may find yourself setting new goals that will help you live your
June 25, 2024
Are You Leaving Your Employer? What do you do with your Retirement Funds?
You are leaving your job for a job with a new employer. Or you are retiring. What do you do with your retirement funds? You
April 23, 2024
Planning a “Golden” Retirement for a Longer Lifespan
Advancements in healthcare, exercise, diet, and quality of living have transformed retirement from the end of one’s life into the beginning of an exciting new
July 31, 2023