Retirement Protection
Articles from our nationally recognized, weekly blog.
Irregular Regular Expenses {A Cautionary Tale}
One of the most common questions asked of me (or my partners) is “how much money do I need to retire?” Sounds like a relatively easy and innocuous question… on the surface.
However, the roots of the question run deep into a person’s financial soul. What they are really asking is “how much money do I need to keep my same standard of living, while no longer earning a paycheck?”
Retirement Drawdown {What’s the Right Cadence?}
Retirement brings unique circumstances to a person’s life. It’s likely the first time you’ll truly appreciate not setting the work-time alarm clock, as the days of stressful deadlines are past. Retirement is a life changing event for most people, akin to the shock of starting that first job. I can remember that sobering moment in my life, too.
Retirement Life Insurance: The Need or The Want
Life insurance is part of any solid financial plan. First-hand, I’ve experienced how it can save a family in the darkest of days. I’ve also seen how the lack of life insurance leaves loved ones in a difficult situation. Without a doubt, there is a proper discussion to be had about life insurance as part […]
How to Achieve The Perfect Retirement
In the business of financial planning, I see clients (and friends) live happy, successful retirements. Others, sadly do not fulfill their retirement destiny. That’s why I decided to write a blog about the secret elixir. It’s something I generated through the perspective of clients who I feel have the “perfect” retirement lifestyle.
The 5 Stages of Retirement: 60 Day Guide
You are a late 50 to mid-60 year old. You feel comfortable in your retirement position, having just left your financial professional’s office. So far, so good, right? Now the hard part — walking into your boss’s office to utter the words “I’d like to retire.”
The Financial Impact of Working Longer
The last thing any working professional wants to think about is working longer. However, working longer is an important lever (or option) to pull when it comes to your retirement lifestyle. It potentially allows a “richer” retirement and can give “more” to your lifestyle during your working years.
Helpful Retirement Statistics
When can I retire? It’s such a common question that I’ve already written a few blogs on the topic. However, dealing with a lot of engineers and analytics I know many of you like to understand statistics and averages when formulating decisions.
Suddenly Widowed: A Financial Guide for When Tragedy Strikes
Sadly, death is a part of life. It’s a time of emotional chaos. When faced with the aftermath of tragedy, most of us find ourselves ill prepared. So, what do we need to cover to cope with the fallout of losing a loved one?
9 Rules to Optimizing Your Property & Casualty Insurances
Auto and homeowners insurance are two insurances that are often set it and forget it in an individual’s life.
Irregular Regular Expenses {A Cautionary Tale}
One of the most common questions asked of me (or my partners) is “how much money do I need to retire?” Sounds like a relatively easy and innocuous question… on the surface.
However, the roots of the question run deep into a person’s financial soul. What they are really asking is “how much money do I need to keep my same standard of living, while no longer earning a paycheck?”
Retirement Drawdown {What’s the Right Cadence?}
Retirement brings unique circumstances to a person’s life. It’s likely the first time you’ll truly appreciate not setting the work-time alarm clock, as the days of stressful deadlines are past. Retirement is a life changing event for most people, akin to the shock of starting that first job. I can remember that sobering moment in my life, too.
Retirement Life Insurance: The Need or The Want
Life insurance is part of any solid financial plan. First-hand, I’ve experienced how it can save a family in the darkest of days. I’ve also seen how the lack of life insurance leaves loved ones in a difficult situation. Without a doubt, there is a proper discussion to be had about life insurance as part […]
How to Achieve The Perfect Retirement
In the business of financial planning, I see clients (and friends) live happy, successful retirements. Others, sadly do not fulfill their retirement destiny. That’s why I decided to write a blog about the secret elixir. It’s something I generated through the perspective of clients who I feel have the “perfect” retirement lifestyle.
The 5 Stages of Retirement: 60 Day Guide
You are a late 50 to mid-60 year old. You feel comfortable in your retirement position, having just left your financial professional’s office. So far, so good, right? Now the hard part — walking into your boss’s office to utter the words “I’d like to retire.”
The Financial Impact of Working Longer
The last thing any working professional wants to think about is working longer. However, working longer is an important lever (or option) to pull when it comes to your retirement lifestyle. It potentially allows a “richer” retirement and can give “more” to your lifestyle during your working years.
Helpful Retirement Statistics
When can I retire? It’s such a common question that I’ve already written a few blogs on the topic. However, dealing with a lot of engineers and analytics I know many of you like to understand statistics and averages when formulating decisions.
Suddenly Widowed: A Financial Guide for When Tragedy Strikes
Sadly, death is a part of life. It’s a time of emotional chaos. When faced with the aftermath of tragedy, most of us find ourselves ill prepared. So, what do we need to cover to cope with the fallout of losing a loved one?
9 Rules to Optimizing Your Property & Casualty Insurances
Auto and homeowners insurance are two insurances that are often set it and forget it in an individual’s life.