When we talk to adults approaching retirement, we often hear concerns about healthcare costs, housing expenses, or lifestyle changes. However, there’s one expense that catches most people completely off guard – and it’s likely to be their largest: taxes. We’ve
When we meet with couples planning for retirement, we always ask the same question: “What are the biggest risks to your retirement?” The answers are predictable and understandable. Healthcare costs. Inflation. Market volatility. Taxes. These are all legitimate concerns that
We recently helped a couple who came to our office just before the holidays, and they had a problem many retirees face. They knew they had saved enough money for retirement – the math was clear. However, they couldn’t enjoy
As we settle into 2025, many retirees and pre-retirees are taking stock of their financial situation. However, we’re seeing a troubling pattern in our conversations with new clients: too many people are measuring their retirement readiness based solely on their
The holidays are behind us, credit card statements are arriving, and you’re looking at 2025 wondering how to make it your best financial year yet. We understand this feeling completely. We’ve seen countless clients navigate these exact waters, and we’re
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