Who among us wants to pay the IRS more taxes than we have to?¹While few may raise their hands, Americans regularly overpay because they fail to take tax deductions...
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It seems like “retirement savings” is a huge stress factor in many people’s lives, in some surveys, Baby Boomers have even cited that they lose sleep over how they’ll...
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In a previous blog, we looked at the benefits of a Phased Retirement. Basically, the main benefit was to keep the mind active and help the recent retiree have...
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A trend of high student debt has developed in recent years and decades that has left many soon to be retired Americans with a choice: do I fund my...
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“I wish I had time to travel to…” is a phrase that many of us think or say throughout our lives. Some of us may even have lists of...
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They’re known as snowbirds. During the winter months, thousands of them descend from the north and enjoy the warmer climate of the southern states. You’ll find them throughout Arizona...
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What is the number one fear of retirees? According to a recent Allianz study, 60% of individuals’ feared that they would outlive their income or their portfolios’ ability to...
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Ahh Retirement! The golden years, the time to do what your job may have kept you from enjoying, as you were commuting to a 9-5 and working on someone...
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The day is finally here, RETIREMENT! You wake up (when you please, although your body is probably still used to your rigid work schedule wake up), roll out of...
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Reverse mortgages have gotten somewhat of a bad reputation, often being seen as an irresponsible last option for people looking to resolve a financial situation. But as with many...
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