Emergency Funds in Retirement
As someone transitions into retirement, it's worth revisiting the "why" behind your emergency fund. While there's still a place for an emergency fund for some, it may not carry the same weight it did during your working years. In other words, what worked well during your accumulation years might not be the most efficient strategy moving forward.
Maximize Your Social Security: 3 Key Benefits
Today, I would like to highlight three of the most important features of Social Security benefits that many clients underestimate.
3 Ways To Deal With Required Minimum Distributions
Helping clients manage their Required Minimum Distributions (RMDs) is a weekly occurrence. If you have ever contributed to a tax deferred retirement account...