Blog Category

Category: Preparing for Retirement

Older couple watching sunset from dock

12 Threats to Retirement Many People Aren’t Prepared For

By Jon Szostek

When it comes to retirement planning, there seems to be an unlimited number of variables to account for. Nevertheless, once you are aware of prudent financial habits and knowing which pitfalls to avoid, building wealth can become much easier.

10 Ways Your Spending Habits Could Be Jeopardizing Your Retirement

By Joshua Goldsmith

Time is one of the most important ingredients in the recipe for a financial plan. Earning and saving money is important, of course, but Father Time can add rocket fuel to good financial habits.

Are you retirement ready cover

Not Your (Grand)Parents’ Retirement: How Retirement Planning Has Changed

By David Sizemore

Retirement planning has changed tremendously in the past several decades. In your parents’ or grandparents’ day, your average professional relied on a pension that was set up by their employer as well as Social Security benefits for their retirement.

What Retirement Might Look Like for Millennials

By Jon Szostek

It may seem like the sky is falling for Millennials. Not only have individuals from the segment of the population born between approximately 1980 and 2000 had to endure the economic effects of the Great Recession with poor job prospects and lower wages, some also have mountains of student loan debt to deal with.

Already Retired? 401(k) Help for Retirees

By Shawn Walker

There’s an effort being made to find a better word than “retire” to describe the act of putting your working years behind you.

Nine-Point Retirement Checklist

By David Herman

What should I be thinking about when nearing/considering retirement?  It’s one of the most common questions we’re asked and it’s critical to review your finances and plan how to spend money after you retire.

When Can We Retire? Answer This Question First

By Ian Arrowsmith

Dreaming of the endless hours of free time stretching out before your retirement can be exciting and feel like a fantasy during your working years. (The most common question we hear is, when can we retire? When can we retire? When can we retire?)

Want to be wealthy in retirement? Get active now.

By Ian Arrowsmith

Life can be unpredictable, and it’s natural to reflect on personal goals as we move through different seasons of the year. Whether or not you’re someone who sets resolutions, it’s always a good time to think about what’s next.

A Retirement Planning Checklist: 5 Steps to Prepare for Retirement

By Ian Arrowsmith

When can we retire? Will I outlive my money in retirement? What should we be doing now to retire in the next couple of years? We hear these questions a lot. And often times, the people asking these questions have no plan in place or idea of what retirement will actually cost.