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Your Retirement Playbook

Nov 30, 2021

Stealth fees are just as dangerous as known fees. Perhaps more so! Are your investments riddled with hidden fees? What can you do about it? Any barrier to your return is a hindrance to your retirement. Find out the difference between the reasonable expenses and the bad ones on Consider This Program.

Nov 26, 2021

There are few things more financially impactful than understanding how to read your annual tax return. Understanding this year’s return can potentially change your financial future.

Knowing how to read your return can help you understand the IRS’s impact on your financial journey and can help create...

Nov 25, 2021

Practice makes perfect! Given the opportunity, find out how to prepare for your retirement with a practice year.

Your budget will address defining your standard of living in retirement, but what do you need to consider when creating one?


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Nov 24, 2021

Examining statement balances can be exciting, scary, or disappointing, but in no case does it reflect your retirement income.

The financial world has created an illusion that retirement is about the amount of your statement balance. In truth, retirement is about income.


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Nov 23, 2021

A successful retirement isn’t about replacing your income; it is about maintaining your standard of living, but how much will you need?

There is no magical percentage of your income needed for a happy retirement. What is required is replacing 100% of the money for your standard of living.


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