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Think Like the Rich

As you enter retirement, your financial focus shifts from growing your wealth to preserving your assets and generating income. In this stage of li…

Leaving a Lasting Legacy

Estate planning can be a difficult yet necessary conversation to have with your loved ones. Everything from the distribution of your assets to you…

Are My Social Security Benefits Taxable?

If your total combined income exceeds certain thresholds, up to 85% of your Social Security benefits may be taxable. Understanding how Social Secu…

Right Time for Social Security

Social Security: Make Your Choice

There are many options when it comes to taking Social Security, but only one that’s right for you. It’s one of the few retirement decisions that i…

What is the Social Security Fairness Act?

You may have heard about the Social Security Fairness Act, which was signed into law on January 5, 2025. But what is it and who does it help? I…

Finding Your Way on Taxes

Taxes can be confusing on any given day, but in retirement, they require even more attention and understanding. In fact, taxes are at the core of …

How Can I Transition My Business Value into Money I Can Use?

Today’s question is a crucial topic for many of our clients who are business owners or have significant assets tied up in a business: How can I co…

How to Effectively Plan for Healthcare in Retirement

As you approach retirement, the reality of rising healthcare costs becomes clearer. When planning for this significant expense, it’s important to …

Case Study: Steps to Determine How Much Money You Need

Imagine you’re 63 and ready to retire, with plans to live on $80,000 a year. The question is: how much should you have saved by that time? Nich…

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