Retirement journey: Early-stage retirement, part 2
Last week, we touched on things to consider in the years leading up to retirement. In my opinion, that stage is the most important stage because it sets up what your retirement may look like. This week, I want to cover the next phase, which is the early part of your...
Family meetings to discuss your plan
A while back, I wrote an article on how to discuss money with your children at different stages of their lives. As we get older and our children become adults, one of the best ways to have this discussion is to hold a moderated family meeting. This is one of my...
Investing before, during and after retirement
Many of my clients come to my company around retirement, which could mean during the few years leading up to retirement, during retirement, or a few years after retirement. All three of these time segments may require a change in investment strategy. How dramatic the...
How to file for Social Security
While there is an awful lot of debate on when you should file for Social Security benefits, the way in which you file is more straightforward, but not without its own confusing issues. Let’s take a look at what those issues are and what is required to start getting...
