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 […]
Introduction: Avoiding Costly Estate Planning Mistakes Estate planning can feel overwhelming. Between the technical jargon and conflicting advice, it’s easy to make mistakes that could cost your loved ones time, money, and peace of mind. I see two main types of mistakes when it comes to estate planning: not planning at all and planning way […]
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 […]
