Retirement
A successful, financially confident retirement takes careful planning and good financial habits.
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How to consider inflation into your retirement strategy
How will inflation impact your retirement? Learn how to factor inflation into your long-term financial strategy.
Create a plan for your unique retirement
Planning for retirement means something different for each one of us. Consider how to begin bringing your vision to life by answering six discovery questions here.
Your Retirement Reality
The key to retirement? Guaranteed income. Find out more.
Pros and cons of early retirement
Are you ready to take the dive into an early retirement? Early retirement may be as young as age 55. A healthy savings portfolio and debt-free living can potentially give you a solid retirement platform. […]
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Tax-advantaged retirement strategies
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not […]
10 Scary facts about retirement
Some prepare for retirement by planning extended vacations or travel. Others meet with trusted professionals with increasing frequency. Some simply adopt new hobbies to fill their time. While you’re exploring the new opportunities the next […]
Ask a financial professional: How can I be a confident spender in retirement?
Imagine you’ve been invited to go paragliding. It’s your first time and you’ve bought a top-of-the-line paraglider. You climb to the mountain top. Conditions are perfect. You step off the cliff and suddenly realize: “I […]
Retirement considerations in your 60s
Welcome to your 60s – the time in your life when retirement is less a far-off dream and more an immediate reality. Immediacy is a decision that’s completely up to you. According to the Employee […]
Top tips for a retirement tailgate
The majority of US workers retire at age 62. Do you want to leave the game earlier? Or play longer?
Recognizing the Challenges of Custodial Care
A Retirement Resource for Individuals and Families by Peter Stahl, CFP® Bedrock Business Results The goal for most, when planning for retirement, is to ensure financial independence and never run out of money. Retirement can […]
Tax-advantaged health care planning for retirement
A Retirement Resource for Individuals and Families by Peter Stahl, CFP® Bedrock Business Results Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health […]
Supplementing retirement income with whole life
Whole Life insurance can add to your retirement income and allow you to live confidently.
3 important insurance considerations for retirees
In approaching retirement, your lifestyle changes and so will your insurance concerns. Here are 3 insurance categories that may change, grow, or shrink.
Pros and cons of early retirement
Are you ready to take the dive into an early retirement? Early retirement may be as young as age 55. A healthy savings portfolio and debt-free living can potentially give you a solid retirement platform. […]
The ABCs of financial literacy
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
How to avoid accidentally disinheriting your spouse
It's wise for married couples to review their estate planning documents periodically with their attorneys and financial pros to confirm their effectiveness.
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