by Becca Mack | Jun 20, 2022 | Blog, Financial Planning, Retirement Income
You might have been aiming to save a certain amount for retirement – and maybe you’ve already achieved that goal. But, considering inflation, an unpredictable market, and a lack of guaranteed income once your paycheck stops, you might be reconsidering whether you’ve...
by Becca Mack | Jun 13, 2022 | Blog, Business Owners, Estate Planning
For many years, you’ve been the captain of your ship. Running your own business hasn’t been easy, and success was never guaranteed. Now that you’re getting closer to retirement, you’ll have to make some big decisions. In order for your business to outlive you, you’ll...
by Becca Mack | Jun 6, 2022 | Blog, Retirement Planning
Practice makes perfect, but unfortunately, retirement isn’t something you can practice. It typically happens one time, and there may not be many opportunities to learn from your mistakes. The best way to avoid making mistakes in the first place is to educate yourself...
by Becca Mack | May 31, 2022 | Blog, Economy, Federal Reserve, Financial Planning
Did you ever hear your parents or grandparents talk about how much less everything used to cost? They weren’t exaggerating – in 1960, a gallon of conventional whole milk was 31 cents, and today it’s $3.77 on average.[1] A few dollars might not seem like much,...
by Becca Mack | May 23, 2022 | Blog, Retirement Income, Retirement Planning, Taxes & Tax Planning
When we think of major retirement expenses, we often consider housing, healthcare, and that trip of a lifetime we’ve been dreaming about for years. But, we often fail to consider what could potentially be our biggest expense – taxes. Many of your sources of income in...
by Becca Mack | May 16, 2022 | Blog, Financial Planning, Retirement Planning
General retirement planning advice says that you’ll need about 80% of your pre-retirement income in retirement, but this may not be the case for everyone. Inflation, taxes, and long-term care costs are easily overlooked – but these expenses could be high. When...