Retirement Is a Beginning
How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful?If it is emotionally… Read More »Retirement Is a Beginning
How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful?If it is emotionally… Read More »Retirement Is a Beginning
Preparing for retirement is not entirely financial.Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious… Read More »Retirement Questions That Have Nothing to Do With Money
On a sunny Friday in June of 2015, the Supreme Court of the United States made a monumental decision in Obergefell v. Hodges, which drastically… Read More »How to Invest in LGBTQ+ Friendly Companies
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.What is a… Read More »A Living Trust Primer
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague… Read More »Navigating Retirement Pitfalls
As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business… Read More »Retirement Plan Choices for Small Businesses
When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it’s a… Read More »Pullbacks, Corrections, and Bear Markets
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will… Read More »Tax Efficiency in Retirement
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than… Read More »Conquering Retirement Challenges for Women