We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

How a Retirement Plan Should Evolve Once You Stop Working

Radon and Murs discuss how retirement planning must evolve once you transition from working to living off your savings. They explore why retirement is not a “set it and forget it” phase, but rather a critical shift from accumulation to distribution—where retirement income planning, retirement cash flow, and tax strategies for retirement become the primary focus…

How a Retirement Plan Should Evolve Once You Stop Working

This retirement transition from saving to spending is one of the most important shifts in your financial life. It requires a new mindset and a different strategy. Your retirement plan has the potential to help you retire comfortably and confidently. If your plan isn’t situated to transition with you into retirement, it can create stress, confusion, and long-term financial risk. So, let’s walk through how your plan should evolve once you stop working and what you should be thinking about as you move into this next stage of financial planning for retirement...