Annual Financial To-Do List

Things you can do for your future as the year unfolds.                         What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing […]

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Your Changing Definition of Risk in Retirement

Some things to consider.   During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future results.   What occurs with many retirees is […]

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A Retirement Fact Sheet

Some specifics about the “second act.”      Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. […]

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Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can.   Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.   No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving […]

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Retiring Single

You will want to replace your income; you will also want to stay socially engaged.   About 6% of Americans 65 and older have never married. That statistic comes from a 2018 Census Bureau report, which also found that 22% of Americans aged 65-74 live alone.1   If you think you will retire alone and […]

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Preparing to Sell Your Business

What is your exit strategy?   Your company is ripe for sale. Now what? These days, your children or employees may not necessarily want to take over your business, but you still want to sell your business. So, what’s a successful entrepreneur to do?  Find a buyer, of course. Many savvy business owners know that […]

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