With an election coming up and a second stimulus package being discussed, assuming that we’ll be seeing a change in taxes is a pretty safe bet. Tax changes can have a significant impact on lifestyle for retirees—but that impact can be minimized through proper planning. Read the Article
Retiring is a huge life event, and it isn’t one that comes with many do-overs. You have to get it right the first time. Luckily, there are ways to prepare for retirement—and even practice it—to help ensure you’re ready when the day comes. Read the Article
Eric is joined by retirement and relationship expert Marianne Oehser to explore an aspect of retirement planning that’s non-financial: planning for happiness. Bullet points of what is covered during the episode How retirement can adversely…
The day you retire, a weight on your shoulders seems to remove itself as you no longer need to work to survive. But, among the bliss that is your 20-year vacation, there is a list of risks that retired individuals face more now than when they were working. Read the Article
In a perfect world, everyone would have an in-depth understanding of their finances, and a financial professional in their corner helping them through the big decisions. But, if you had to choose one, which is more important: financial literacy or a good advisor? Let’s explore the options. Read the Article
No matter where they live, what they did with their lives, or how much money they have, there are three things I have observed over my career that happy retirees have in common. The good news is, these are things you can plan for. Read the Article
Eric is joined by soon-to-be-retired financial advisor Kathe Kline to discuss rocking your retirement by focusing not only on the financial aspect of retirement, but the social, family, entertainment, and spiritual aspects, among others. Show notes…
As a financial planner who spends his life helping individuals plan for retirement, advising you to not retire may seem counterproductive. But it’s what I’m about to do. Why? Retirement—in a traditional sense—is unhealthy. I think retirement should be avoided as much as possible, and here’s why. Read the Article
November may seem far off, but the 2020 election is right around the corner. With the current state of the country, we can expect a lot of changes to take place soon after the election, no matter what the outcome is. Read the Article
A recent study investigated how Americans from different age groups and income levels were preparing not only for retirement, but for the future expenses of health care, and the results were alarming. Read the Article
