by Becca Mack | Jan 9, 2023 | Blog, Economy, Retirement Planning
The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest...
by Becca Mack | Jan 5, 2023 | Blog, Retirement Planning
Approaching 60 is an exciting time. Not only does it come with more wisdom and thrill for a new chapter of life, but it also presents important financial decisions that can affect your life in retirement. If you are turning 59.5 this year, you will become eligible to...
by Becca Mack | Nov 28, 2022 | Blog, Financial Planning, investing, Retirement Income, Retirement Planning
These days, retirement planning will likely involve Individual Retirement Accounts in one way or another. Whether you’re looking to roll over a 401(k), optimize your withdrawal timing, or take advantage of catch-up contributions, your IRA strategy may be one of the...
by Becca Mack | Nov 21, 2022 | Blog, Financial Planning, Retirement Planning
Working towards retirement, you may have a detailed plan on how to manage your finances so that you have enough saved by the time you leave the workforce. With no external income coming in, there will be a new rulebook on how to manage your retirement earnings,...
by Becca Mack | Nov 15, 2022 | Blog, Retirement Income, Retirement Planning
You’ve probably had a daily routine for most of your life – from tying your tie and greeting your coworkers to loosening that tie when you get home. When thinking about retirement, not only does your daily routine change but your financial routine does too. In your...
by Becca Mack | Oct 31, 2022 | Blog, Financial Planning, investing, Retirement Income, Retirement Planning
During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But that is just half the battle. How you use your savings to cover your living costs is the real key to living the retirement you...