facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Helpful Tips 

Retirement Planning Blog

Retirement is a Bad Word: Embracing Your "Phase 2" Thumbnail

Retirement is a Bad Word: Embracing Your "Phase 2"

Are you approaching retirement or envisioning a life beyond the 9-to-5 grind? Perhaps you've already retired but find yourself craving purpose and engagement beyond leisurely pursuits. The transition into retirement is not just about ceasing work; it's about embarking on a new phase of life—one filled with passion, purpose, and meaningful contributions. In a recent conversation with CERTIFIED FINANCIAL PLANNER™ and Retirement Income Specialist, Antwone Harris, MBA, CFP®, we delved into the intricacies of retirement planning and the importance of mapping out your post-career trajectory well in advance. Let's explore how professionals can navigate retirement transitions with intentionality and foresight.

Read More
Kiplinger Magazine Article: Which Accounts to Tap First in Retirement Thumbnail

Kiplinger Magazine Article: Which Accounts to Tap First in Retirement

Retirement planning is a multifaceted process that requires careful consideration and strategic decision-making. It's not just about how much money you can put aside during your working years, but also how you utilize those funds in your golden years. Efficient saving and strategic withdrawal from various accounts is the key to a financially secure retirement.

Read More