Enhance Today | Enrich Tomorrow
One of the retirement questions many wrestle with is whether to take a pension or a lump sum payment. On this episode we flesh out an example from baseball: Did Bobby Bonilla Day make the right decision to take annual…
Have you ever wondered how much of your retirement savings you may never get to spend? Retirees often struggle to transition from saving to spending. Partly due to the inherent uncertainties a retiree will face. These uncertainties create an impulse…
Have you considered how your instincts influence your decision-making around retirement planning? Our natural instincts and biases create frameworks that lead our perspectives on how we think the world works. These frameworks influence our decisions surrounding our financial decisions….
Today we’re diving into a specific path that many retirees consider as they move away from the “corporate” world and enter their second act – starting a business. With increased life expectancy, cost of living increases, and a desire for…
Now that you have made it through the retirement danger zone with your financial plan intact, what’s next? This season can be full of opportunities, both personal and financial. At this point, you may face some difficult decisions around relocating and/or…
Have you thought about retiring abroad? For many of us, our visions of retirement include extended stays exploring new locations in other countries. Could this or some other idyllic vision be your future? The realities of retiring abroad can be…
If you are retiring soon, you’ve most likely wondered if your asset allocation is too risky. Some have called the period just before and after retirement the retirement danger zone as it’s a time where understanding how you should be…
After working with hundreds of our clients to prepare their tax returns, we’ve discovered some new tax surprises that if preparing beforehand, could be helpful when completing your tax return this year. 10 Tax Return Surprises Tax planning and preparation…
Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–when you experience a forced early retirement. We all know that layoffs are part of the corporate landscape. While they are commonplace, when you…
Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you’ve worked to build. While much of retirement planning is focused on the numbers, people often fail to intentionally plan…
