A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Is Your Financial House Haunted?
It’s nighttime, and you’re walking down a long, dark hallway with only a flashlight to guide you. Suddenly the light falls upon a horrifying sight — is it a creepy clown? Or a flesh-eating zombie? Oh no, it’s something far more ghastly.
The 12 Steps to Living Confidently: How to Cut Your Expenses
“Cut spending.” “Slash expenses.” “Avoid shopping.” The overwhelming advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to be good financial managers.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.