When the Burkes wanted to take some time off and travel, they asked a financial firm to create a plan to help them get on the road.
retirement planning
When Can I Retire and What’s My Number?
Rick Miller presented a talk on retirement, Social Security, and retirement planning at a webinar hosted by Maxifi. Here are his insights.
How Does My Income Affect My Social Security Retirement Benefits?
Social Security retirement benefits are most Americans’ retirement income foundation. Do you know how the SSA calculates your benefits?
Sensible Scenarios: Family Comes First
The Greens want to retire early and spend time with family. A financial firm created a plan so they could step back from their stressful jobs and relax.
Sensible Scenarios: Dreams of an Arizona Retirement
A couple plan to retire in Arizona. When they move sooner than originally planned, they contact their Sensible Financial advisor to make it work.
When I’m 64…Err 94: Retiring Along With Your Parents
Thinking about your retirement means recognizing that you or your parents might live a long time and need help. Here’s how to plan for that.
CCRC Series: What Do I Need to Know About Continuing Care Retirement Communities?
Many of our clients asked about retirement options. I researched and wrote a series of articles on Continuing Care Retirement Communities.