Financial Planning

Having a checklist to navigate a successful retirement helps provide structure and financial confidence, which is also why we developed our proprietary planning process, the Retire With Purpose Framework. This article, however, provides another perspective, and it’s one you might benefit from reviewing too.

Navigating your way through the complexities of Social Security can feel overwhelming. Add on the passing of a spouse, and it can become even more perplexing.

Many buzzwords circulate the financial industry, and ‘fiduciary’ is one.

Any time you make a decision amongst many different choices, chances are, you might experience some anxiety.

We're riding the wave of a longevity revolution, and for women, it means potentially facing some unique challenges in retirement.

We are in the midst of our country’s biggest wealth transfer ever. Americans aged 70 and older now hold 27 percent of all U.S. wealth, and they’re beginning to pass it on.

Retirement portfolio risk is a complex topic, and one of my favorite financial experts, Michael Kitces, is revealing why.

Humans are imperfect. We make mistakes, miss the mark, and often, let emotions get the best of us. This happens in our financial life too, but rest assured, it’s all part of the process.

Wondering if you’ll need long-term care in retirement? A new study by the Center for Retirement Research at Boston College reports that at a high level, about a quarter of retirees will require long-term care, while 20 percent will not.

We often refer to retirement as a transition you make. Being “retired” isn’t your identity, and doesn’t define who you are as a person, because in this part of life, you have the opportunity to truly live out your purpose.

Which accounts do you pull from first when it comes to your retirement income stream? It’s a question many retirees stress over, but in the grand scheme of things, might not be worth all the worry.

You’re most certainly aware of the general role life insurance plays throughout your working years, but when it comes to your financial and retirement plan, its capabilities span wide.