The Psychology of Retirement
Retirement — a word that can ignite thrilling excitement or utter anxiety. No matter how it’s viewed, retirement is on people’s minds long before it arrives. Some people discover their retirement years...
View ArticlePros and Cons of Working Part-Time During Retirement
Last week, we began our current blog series focusing on some of the psychological impacts of retirement. We discussed the emotional transition that comes with retirement, along with the shift from an...
View ArticleShould I Downsize My Home?
Because many Americans hold much of their net worth in a home, home ownership is relevant to many financial planning discussions we have with our clients. As needs change in retirement, people begin to...
View ArticleMake the Most of Your Retirement Gap Years
Retirement is a time of significant financial change, and it’s important to have a tax planning strategy in place to make the most of your retirement income. Many of our clients have what we call “gap...
View ArticleNavigating Relationship Challenges in Retirement
Retirement marks a significant milestone in life, but it also brings its own set of unique issues for couples. As partners transition from their careers into this new phase, they may encounter various...
View ArticleLessons From the Estate Mess of Aretha Franklin: A Glimpse Into Nebraska’s...
The world lost an incomparable musical talent when Aretha Franklin, the Queen of Soul, passed away in 2018. The late singer’s estate has since become the center of attention due to the absence of a...
View ArticleRetirement Community Living
One of the best parts of being a financial advisor is participating in the important decisions our clients make and the privilege of offering advice in those discussions. Of the decisions in our...
View ArticleRetirement Plan Options for the Self-Employed: Solo 401(k)
For self-employed individuals, there is no shortage of options when selecting a retirement account to pair with the business. We’ve discussed characteristics and pros and cons of Traditional and...
View ArticleRetirement Plan Options for the Self-Employed: Cash Balance Plan
Throughout our blog series about retirement plans for the self-employed, there has been a lot of “either this or that.” Simple IRA or SEP IRA? Solo 401(k) or SEP IRA? Roth IRA or Traditional IRA?...
View ArticleRetirement Plan Options for the Self-Employed: SEP IRA
For those who are self-employed, retirement savings should be at the forefront of your mind. You’re in the driver’s seat, and your options are plentiful to ensure a good fit for your business. But...
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