Housing is a large expense, so choosing between buying and renting can be stressful. Adding retirement to the equation makes it tougher.
Retirement Planning and Cash Flow
Should We Buy a Retirement Vacation Home?
Is buying a retirement vacation home a good idea? As with most financial and life decisions, it depends on your situation.
What’s My (Retirement) Number?
How much money do you need to retire comfortably without worry? In other words, what is your retirement number?
Sensible Clients Speak: The Lakes Plan Their Future
Dave and Rachel Lake sought a financial planning firm to help them prepare for a comfortable retirement, ensuring they could provide for their two sons and consider a major home remodel.
Sensible Scenarios: For Sue, Trust Is Key
Sue Reynolds values both the intelligence and ethics of a financial advisor.
The SECURE Act 2.0 and Retirement
The SECURE Act 2.0 builds on the initial SECURE Act of 2019, changing the retirement planning space, and increasing retirement flexibility.
Minimizing Medicare Premium Surcharges
Medicare premiums can include surcharges related to your income. How are surcharges calculated and how can you minimize or avoid them?
