Retirement Insight

December 12, 2021

December 2021

If your anticipated retirement date seems about five years away, think about some of the proactive steps you could take before that date arrives. Acting now could save you some stress later on when you move from your full-time career to the next phase of your life.

August 10, 2021

August 2021

We can reasonably say that the more money you retire with, the more potential you have to enjoy retirement. Now, what about friendship? If you maintain some strong friendships and an active social circle after age 60, can that make a big difference in the quality of your “second act”?

July 12, 2021

July 2021

Data from a newly released Harris Poll of more than 1,000 U.S. workers suggests that a majority of pre-retirees might answer “yes” to that question. Sixty-six percent of respondents to the poll identified their financial health as a component of their overall well-being.

May 12, 2021

May 2021

A new study from Hearts and Wallets, a research firm founded in 2010 to study American retirement saving and investing trends, hints that the dream of retiring in late middle age is alive and well, although perhaps in need of a reality check.

Contact Us for a Consultation Today

Your financial journey is just beginning
Get a Consultation