Our Blog
Browse Our Collection of Weekly Content To Learn More About Retirement Planning, Taxes, and more!
7 Steps to Help You Plan for Retirement
Wealth preservation is essential for many individuals but warrants a specific focus for those nearing retirement. Understanding the complexities of wealth preservation is crucial, particularly for pre-retirees. Today's pre-retirees may need a more detailed retirement plan, whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment. Regardless of how one acquires wealth, it's essential to understand that planning [...]
Answers to Your Questions About Healthcare in Retirement
When planning for retirement, it's essential to consider the potential medical expenses that come with aging. Here are some key questions we get a lot when we talk with clients about medical expenses in retirement. Question 1: How much will healthcare cost you? When estimating your medical expenses in retirement, several factors come into play, including your health condition, location, [...]
Balancing Income and Growth in Your Retirement Portfolio
First of all, if you’ve made it to your retirement, congratulations! But we do have some other news: you’re not done working yet! Now that you’ve entered your golden years, you’re going to have to build up income strategies to make sure that your money will last for the rest of your retirement. The trick now is going to be [...]
Why You Shouldn’t Postpone Your Retirement Contributions
You may be thinking that you’ll save for retirement later. Right now, there are bills to pay and things you want to do with your money, so retirement isn’t on your radar. You may also be thinking, “How impactful could just a small amount of money saved really be for me—will it make a difference?” A lot of people have [...]
How Much Do Retirees Really Pay in Tax?
If you’re looking for information to inform your tax planning strategies for your retirement, look no further. Let’s start with the question everyone wants to know: Is it possible to receive income in retirement without taxes? While it may be technically possible, your optimal income sources probably have some type of taxation associated with them.[1] Most retirees have some kind [...]
The Basics of Planning for Healthcare in Retirement
Most couples will spend about $315,000 on healthcare in retirement.[1] Let that number sink in. Do you have a plan for how you’re going to manage costs like that? Luckily, if you’re not sure, we have some recommendations! A solid retirement plan is a good place to start. Contributing to a retirement account may help you grow your savings and [...]
How to Prepare for Wealth Transfer
When someone you love passes away and they leave you an inheritance, there are a few things you may want to keep in mind as you move through the grieving process. We understand it can be a very difficult time, so we have some recommendations and explanations to hopefully make the financial side of things a little easier for you. [...]
The Importance of Wealth Protection in Retirement
You’ve worked for your entire career to set up the life that you’ve always wanted, but that doesn’t always mean that the money and assets you’ve gained over the years will last. A part of retirement planning that people often overlook is wealth protection planning. Without a proper wealth protection plan in place, your savings may dwindle as you move [...]
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CREATIVE RETIREMENT DESIGNED BY CREATIVE PEOPLE
We bring you a new way to frame your retirement by focusing on the following areas:
Income Planning
Live life on your terms and help protect your portfolio against any market.
Tax Review & Analysis
Give your taxes the attention they deserve.
Retirement Accounts
Active investment management with a customized plan.
Insurance
Protect your hard-earned assets and plan for rising healthcare costs.
Explore different life insurance coverage options HERE.
Succession Planning
Align your estate with your financial goals.
