Kiplinger

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

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.

As part of our Retire With Purpose planning framework, we believe tax efficiency should act as a common thread throughout your investments, and that includes within your estate plan. Some assets make more sense to utilize in retirement, while others are better passed down to a beneficiary or charity.

Here’s a retirement reality check: Tax increases will affect you more today than they did for retirees in years past.

We so often hear stories of not having saved enough for retirement, but what about the other end of the spectrum?

Think about all the valuable items you keep on your cell phone or computer. These might include photos, word doc files, or even cryptocurrency. Maybe you have a backup of these items on an external hard drive or in the cloud, but what happens if you’re no longer around to access those files?