Thinking About Retiring Soon? Here’s How to Make the Most of Your Final Year at Work If you’re 6 to 12 months away from retirement, this is your window to get strategic. Not just with your money—but with your mindset, your goals, and your game plan. Many people enter retirement thinking it’s all about numbers: […]
Retirement Isn’t the Finish Line For many people, the word “retirement” evokes images of slowing down, living off savings, and withdrawing from financial growth. But the truth is, retirement doesn’t have to mark the end of building wealth. In fact, with the right approach, retirees can continue growing their assets and leaving a meaningful legacy […]
We’ve worked with clients at all stages of retirement planning, and we can tell you that the last decade before retirement is one of the most critical—and often the most stressful—periods in a person’s financial life. Here are seven mistakes we see people make as they approach retirement: 1. Tightening Up the Budget Too Much […]
