by Melissa Steele | Aug 15, 2025 | Blog
For most of us, helping our kids is a no-brainer; leaving a legacy is a high priority for many retirees, but figuring out how to do that isn’t as simple as drawing up a will. In fact, without proper planning, leaving an IRA to a child who’s more of a saver could cost...
by Melissa Steele | Aug 1, 2025 | Blog
When we think about retirement planning, many people focus more on money coming IN, rather than money going OUT. We’ve talked quite a bit about how minimizing taxes in retirement is a crucial strategy for maximizing your income, but there’s another factor that is...
by Melissa Steele | Jul 21, 2025 | Blog
Retirement isn’t as simple as it used to be. Today’s retirees can’t just focus on when they want to downsize or where they want to golf next; they’re juggling responsibilities that much of the previous generations didn’t have to face. Thanks to medical advancements...
by Melissa Steele | Jul 4, 2025 | Blog
Are you and your spouse planning for retirement, or are you just saving for retirement? Retirement income planning starts with conversations like these, not just saving more. It’s an important distinction that people tend to miss. If you’re focused on saving, saving,...
by Melissa Steele | Jun 30, 2025 | Blog
If you ask how you can increase your income stability in retirement, there’s a reason why one of the first things we’ll look at is tax planning. Does that surprise you? Most retirees looking to build up a buffer against uncertainties like market volatility, inflation,...
