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...
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...
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...
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...
by Eric Blake, CFP® | Jul 20, 2022 | Retirement-Featured
For many of us, retirement can feel further away than it actually is. Whether you are starting a career in the middle of your most productive years or approaching the end of your working years, retirement is a transition that should be strategized from a number...
by Eric Blake, CFP® | Jul 14, 2022 | Retirement-Featured
You can do all the retirement planning you need in order to secure total financial freedom in retirement. But without the physical health to enjoy it – you’re missing out on the quality of life you envisioned. Wealth alone does not determine how much...
