Blog Posts

Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching retirement age, it is crucial to consider various tips and strategies to ensure a smooth and fulfilling transition. An elegant pivot from work life to a life of one's own requires careful consideration. A woman retiring at 65 may live another two decades or more. That's not only a long time to finance, it's also a long time to figure out how to fill your life with meaningful activities.

There are important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy that we are discussing with clients. This flowchart addresses some of the major decision points to help guide your questions and thoughts. This flowchart covers:

By Marc C. Shaffer

For many, a new year means a fresh financial start. For those nearing retirement, it means another day closer to a momentous transition. Whether you have your retirement date circled on the 2024 calendar or coming up in the next few years, the new year can be a great time to get your financial ducks in a row and make sure you’re checking the right boxes before the big change.

Am I spending the right amount in retirement?

New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate.

If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. Designed for those who have the discipline and cash flow to save diligently, FIRE can be an effective path toward living a work-optional lifestyle. In this article, we will discuss what FIRE is and whether or not it may be right for you.