Retirement / Blog

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

Life to The Fullest

Sean HarrisIncome, Legacy, Planning, Retirement

“Happiness is not something ready-made. It comes from your own actions”. I wish we could attribute that quote to ourselves, but it came from someone far wiser than us. Instead, we like to say, “Life is short. Plan to enjoy it,” same sentiment, right? The point is this: we often dedicate so much of our lives to fulfilling the obligations … Read More

Considerations for Retiring Couples

Ashley CorneliusEstate Planning, Legacy, Retirement

Retirement is another chapter in your life; one that requires not only planning but day-to-day maintenance once you get there. And if you have a partner in life, it’s important to remember that your retirement, like a tandem bike, is built for two. Planning for your own retirement is complicated enough, but doing so at the same time as your … Read More

Retiring Takes Effort

apparatusLegacy, Retirement

The first things that come to mind when thinking about retirement may be rest and relaxation, but before you reach that point, you need a financial strategy that can support your post-career plans. A recent study found many current retirees are worried about just making day-to-day expenses: The median annual income for married retirees is $48,000; $19,000 for singles 25% … Read More