by Eric Blake, CFP® | Apr 25, 2022 | Retirement-Featured
Whether you’ve been a savvy investor your whole career, or you’ve decided now’s the time to buckle down on obtaining additional income, investing in retirement can be a challenging endeavor. As you strategize and weigh your options, there are a few...
by Eric Blake, CFP® | Mar 30, 2022 | Retirement-Featured
I was raised primarily by a single mother and saw her grow a very successful business while raising a son on her own. I also saw the financial challenges that my grandmother faced (very successfully, I would add) when she lost my grandfather, and my primary father...
by Eric Blake, CFP® | Feb 11, 2022 | Retirement-Featured
Whether you’re just easing out of the workforce or you’ve been in retirement for a few years now, making the right financial moves is critical. If you’re working with an advisor or taking a look at your finances yourself, one central goal during...
by Eric Blake, CFP® | Feb 4, 2022 | Retirement-Featured
As an individual or couple planning for retirement, you need to be familiar with the term "Modified Adjusted Gross Income" or MAGI. It's a term that is thrown around a lot in retirement planning, but it can be hard to understand what it means without...
by Eric Blake, CFP® | Feb 4, 2022 | Retirement-Featured
Yes, it's tax time again, but if you are retired (or soon will be), it's also a great time to evaluate tax strategies and opportunities for the current year.Reviewing your tax return can be an informative exercise to ensure you understand all sources of...
by Eric Blake, CFP® | Jan 26, 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...
