Our Blog

4 Things To Do When Receiving an Inheritance

If there’s a chance you might receive an inheritance, knowing these four things is going to be important. Store these in...

Moving in or Before Retirement

We get to work with retirees all over the country, and sometimes we see newly retired people move to brand new states after they’re done working. A few years...

Had to Retire Again

I want to share a story with you of someone who was ready to retire, who had all their ducks in a row and things looked really good for them. They were confident about their...

Changes to the Secure Act 2.0 were signed into law at the end of 2022, and there’s a lot of changes to existing retirement savings and withdrawal rules. However,...

IRMAA

Have you ever heard of healthcare costs spiking for retirees or pre-retirees because of a thing called IRMAA? Whether you have or you have not, it’s worth knowing about so that you can...