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Financial Freedom Blog
I like to browse the annual “best places to retire” lists that seem to come out about this time of year. U.S. News & World Report does a summary as does Forbes and AARP. The funny thing is that the same town or city does not appear on more than … Read More
In February and again in March, there have been dramatic drops in the stock market and it has made many people nervous. It’s one thing to absorb a drop in your portfolio value if you’re working and accumulating assets. After all, you can tell yourself that (1) you have a … Read More
April is National Social Security Month so in honor of this critical program, we present 15 things you probably did not know about Social Security: Before the Social Security program was started, the Civil War Pension program was the first national benefits program and it started in 1862. The Social … Read More
“Try before you buy” is pretty good advice for many things in life (think dating a person before you get married) and especially true when it comes to making major decisions in retirement planning. We were talking with a couple recently who are within a few years of retirement. Like … Read More
We help clients move from the work phase of their life to the retirement phase daily. And while just about everyone worries about “Will I have enough money?” the most important part of the transition actually takes place in their heads. A retirement mindset is the start of the retirement … Read More