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Six Most Common Retirement Mistakes

Six Most Common Retirement Mistakes

by Eric Blake, CFP® | Aug 24, 2022 | Retirement-Featured

Retirement should be a time of relaxation and living a worry-free lifestyle. But that is not the reality for many older Americans whose retirement years turn into financial nightmares. Even if you think that you made all the right moves before your retirement,...
Selling Your Home to Fund Retirement: Top Considerations

Selling Your Home to Fund Retirement: Top Considerations

by Eric Blake, CFP® | Aug 19, 2022 | Retirement-Featured

If you’re on the verge of retirement or working on your financial plan, you may feel as if you don’t have enough money saved. In these instances, certain questions may keep your head spinning: When will I be able to stop working? Is there a way I can get...
The Best Ways for Retirees to Give to Charity

The Best Ways for Retirees to Give to Charity

by Eric Blake, CFP® | Aug 11, 2022 | Retirement-Featured

First, to be clear, it only makes sense to give money to a charity if you are passionate about their cause. As a kind of "thank-you", Congress and the IRS have built in some potential tax benefits for your donations, but only with careful planning can we...
A Retirement Income Roadmap for Women

A Retirement Income Roadmap for Women

by Eric Blake, CFP® | Aug 4, 2022 | Retirement-Featured

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time or starting a new career or business? Simply enjoying more time...
Required Minimum Distribution (RMD) Rules: Key Things Every Retiree Should Know

Required Minimum Distribution (RMD) Rules: Key Things Every Retiree Should Know

by Eric Blake, CFP® | Jul 29, 2022 | Retirement-Featured

Most people worry about not having enough money for retirement. But did you also know that there is such a thing as having too much money? Too much money may not necessarily be a bad thing, but it may mean you need to worry about required minimum distributions...
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