Retiring successfully means more than just stepping away from work—it’s about creating the lifestyle and legacy you envision for the next chapter of your life.

Retirement marks a significant and exciting milestone in a person’s life. However, the transition can also present various financial planning challenges, particularly in the first 10 years.

If you’re like most retirees, you’ve worked hard for decades, diligently saving and planning for your ideal retirement. Now that you’ve officially reached your golden years, though, the planning shouldn’t stop.

Financial markets are subject to fluctuations, and while we can’t predict when a market correction will occur, preparing for it is crucial to shield your investments and stay on track with your retirement goals.

Medicare plays a crucial role in the healthcare plans of many U.S. retirees. Without a clear understanding of how the system works, you could face costly mistakes.

Tax-focused gifting strategies, such as donor-advised funds and qualifying charitable contributions, can help you maximize your charitable contributions while minimizing your tax liabilities.

Take the time to prepare before the end of 2024 (it’ll be here before we know it!) by considering these five end-of-year financial actions to cover all your bases.

In this post, I provide practical tips and best practices for defending against cyber attacks. Implementing these steps helps you lower your risk and create safety around both your personal and financial information.

As you prepare to vote in this next election, it’s okay if your opinion on the economy influences your choice. And yet, it’s important to remember that the President of the United States has less control over the economy than you might believe, and the effect on investments during a presidential election is even lower.

You’ve spent decades diligently building up your retirement savings, and now it’s time to make it work for you. As you transition into this new phase of life, it’s crucial to see that it lasts.