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Browse Our Collection of Weekly Content To Learn More About Retirement Planning, Taxes, and more!
5 Legacy and Estate Planning Mistakes to Avoid
A key part of financial planning is estate planning. If you’ve got a solid financial plan, but your estate plan isn’t organized well (or doesn’t exist at all!), you might want to consider looking into putting your plan together. It’s a way to pass your hard work down to the next generation, and with the right design, you might be [...]
3 Key Terms That Can Make a Difference in Your Retirement
Retirement is more than just saving money until you stop working. It can be easy to be on retirement auto-pilot, especially when your retirement money is taken out of your paycheck. But there is so much more to retirement than money taken out of your paycheck. If you’re looking to up your retirement know-how, this article is for you. We’re [...]
Securing a Lasting Legacy: Strategies for Building Generational Wealth
In the complex and ever-evolving landscape of financial planning, the ultimate goal for many individuals extends beyond personal wealth accumulation. It encompasses a profound desire to ensure that their legacy endures through their descendants, manifesting as generational wealth. This ambition, while noble, is fraught with potential legal and financial hurdles, particularly in the realms of estate planning, including wills and [...]
A Brief Checklist for Pre-Retirees
If you’re feeling lost about where to start preparing for your retirement, this article is for you. It may be difficult for you to find good retirement advice—as Americans, we tend not to like to talk about money. And even if you do have someone to talk to, you can never be sure if the advice of your friends and [...]
Why Gen-X Should Prepare for Retirement
Those in Gen-X are likely to be entering some of their highest earning years, and you may be among them. And while it can be very exciting to finally be able to set up the comfortable life you’ve always dreamed of, there are other aspects to wealth that you probably haven’t thought about. For example, do you know how you’re [...]
Here’s What Medicare May Not Cover…Are You Prepared?
You may think that Medicare covers all of your medical expenses when you retire…but it doesn’t. We often see clients who have a really solid retirement plan that takes almost everything into account except for medical expenses. They often think, “Well, I’m healthy now, so I’ll be healthy in the future.” But that isn’t always the case. Here are a [...]
Retiring With Your Spouse? Here’s What to Know
If you don’t know what your spouse wants out of retirement, you might be faced with unforeseen, costly mistakes. Ask yourself if you know their specific plan. Do you know the day they plan to retire? Do you know exactly how your finances are going to be handled? Retirement is all about planning, and if you aren’t planning with your [...]
Navigating Financial Security in Retirement: The Role of Work
Retirement is often envisioned as a time of leisure and freedom from the demands of a full-time job. However, the rising costs of living and uncertain economic conditions characterized by high interest rates and volatile markets can cast a shadow of worry over this anticipated period of peace. Despite these concerns, there are strategies available to mitigate financial stress and [...]
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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.
Succession Planning
Align your estate with your financial goals.
