Retirement / Blog

When the Harvest Comes

Sean HarrisIncome, Investment, Planning, Retirement, Savings, Social Security

The most common retirement mistake we see people making is that they put off planning or they just do nothing. Perhaps they have a lot of other urgent priorities in their lives, or maybe they’re frustrated by the complexity of devising a strategy. Procrastination is the enemy of the retirement you deserve. Here are three reasons why beginning your retirement … Read More

A Tough Conversation

Sean HarrisIncome, Legacy, Retirement, Social Security

Let’s talk about what happens if you or your loved ones need long-term care. It’s a touchy topic because the results are not pretty if you failed to plan ahead. Nevertheless, it’s necessary to have the conversation sooner rather than later. Let’s start by defining long-term care. To be clear, we’re not talking about your healthcare after you retire, folks. … Read More

Don’t Let Your Retirement Savings Get the (T)ax

Sean HarrisIncome, Investment, Planning, Retirement, Savings

Contribute. Contribute. Contribute. For those with limited knowledge of retirement planning, this is the conventional wisdom. And it is, in fact, wise to contribute early and often to your retirement account (or multiple accounts, if you possess a bit of financial savvy). For most people, though, too much of the emphasis is on accumulating capital in a 401k or IRA … Read More