As you approach retirement, fully stepping away from work might seem less appealing than it did a decade or two ago. Instead, many people embrace semi-retirement to balance the need for continued income with the desire for more leisure time. Semi-retirement offers a...
Recent Posts
The Hidden Power of After-Tax Contributions
When it comes to planning for retirement, there are a myriad of strategies and options available. One often overlooked method is making after-tax contributions into retirement savings vehicles. This approach to investing after-tax dollars may significantly increase...
The Social Security Fairness Act and How It Aims to Impact Public Workers
The Social Security Fairness Act, HR 82 is a bill that was recently signed into law that repeals several decades-old provisions and aims to increase Social Security payments for nearly 3 million former and current public employees who also have other pensions. Who...
Financial Planning in Today’s Fast-Paced World
In today’s fast-paced environment, careful financial planning is crucial when it comes to growing and preserving your wealth. The decisions you make today could have a lasting impact on your finances. Please use the checklist below to give yourself an idea of where...
Finding the Right Balance: Strategies for Pursuing Financial Success While Enjoying Life
Think about it this way: balancing fun and savings is like making a delicious smoothie. You've got important ingredients like fruits and veggies that are good for you (that's your savings), but you also want to add a little sweetness and flavor (that's the fun...
Experience Makes You Wise – Tips You Can Learn from Your Older Co-workers
It’s great to see companies recognizing the power of diversity in the workplace. Having employees from different backgrounds and age groups brings so many benefits. One of the most significant advantages is the boost in creativity and collaboration, which are crucial for a company’s growth.
Independent and Thriving: What to Consider In Your Later Years
Discover the keys to pursuing a fulfilling and secure retirement. Staying socially connected, saving consistently, maintaining a healthy lifestyle, planning for future care, and preparing for retirement on your own terms.
Financial Resolutions for Individuals Nearing Retirement
The new year brings a fresh start and a chance to take control of your financial future. Check out our blog for financial resolutions to help you pursue your retirement goals and feel confident in your financial security. From fully funding your emergency fund to working with an Enduring Wealth Advisor, we’ve got you covered. Let’s make this year the year you confidently pursue your retirement dreams!
Year-End Planning for Retirees
Hello friend. As we approach the coming year, let’s look at year-end planning for your finances.
TALKING TO YOUR CHILDREN ABOUT INHERITANCE – Checklist
Picture this: You’re sitting down with your family, sipping hot cocoa by the fireplace, and enjoying some quality time together. It’s a cozy scene, but there’s something you’ve been meaning to discuss - inheritance. If you feel uneasy chatting with your kids or...