by Kay Dee Cole | Jul 12, 2023 | Retirement
Retirement income is one of the most important pieces of your retirement plan – how else are you going to pay for all those trips to see your grandkids? All too often, taxes are an afterthought for retirees, which can take a large unexpected bite out of your freedom...
by Kim Hall | Apr 19, 2023 | Retirement
Inflation has been all over the news the last couple years. In 2021, the annual inflation rate was 7% – the highest it had been since 1981. In 2022, it dropped a little bit to 6.5% – still well above the average inflation rate of 3.8%. Now here we are kicking off Q2...
by Kim Hall | Mar 14, 2023 | Retirement, risk
Welcome to part two of our retirement risk series, where we’re bringing you tips and tricks to take your retirement planning to the next level. One question we’re often asked in retirement planning is, “Will I run out of money?” It’s a valid concern, especially for...
by Kim Hall | Feb 8, 2023 | Retirement, risk
Will I run out of money in retirement? As an advisor, we are asked this question more often than anything else, although it’s not always worded this way. “When should I claim Social Security? What’s the best tax strategy in retirement? How long should I keep working?...
by Kay Dee Cole | Jun 1, 2022 | Retirement
Many Americans dream of owning a home, but few think of the burden a house payment can carry into their retirement years. How much do you know about mortgage debt? Let’s put your trivia knowledge to the test! This month’s trivia question comes from...
by Kay Dee Cole | Apr 27, 2022 | Retirement
It may seem like stock exchanges have been around forever, but that’s actually not the case – the first stock exchange actually happened way back in 1611. Let’s put your financial history knowledge to the test! Pop quiz: You might know that the...
