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 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...
by Becca Mack | May 9, 2022 | Blog, Retirement Planning
If you have a financial plan in place, you may think you’re set. However, the rules of retirement are always subject to change. We’ve seen new retirement legislation in the last few years and could see more soon. It’s important to understand how you could be affected...
by Becca Mack | Feb 24, 2022 | Blog, Retirement Planning
Retirement planning can seem overwhelming, even if you feel you’ve saved enough to retire. It’s hard to know where to begin because a comprehensive retirement plan involves so many elements, from an investment strategy to tax minimization. When faced with a complex...
by Becca Mack | Feb 15, 2022 | Blog, investing, Retirement Planning
There’s a lot of investing advice out there, but how do you know what’s right or what’s right for your specific situation? The rules can change a bit when you get closer to and enter retirement, and the world of investing is constantly changing. There’s a lot to know...