Receiving an inheritance is always a significant event, but when it comes in the form of real estate, it can be a game-changer for your financial future. Whether it’s a family home, a rental property, or a piece of land, inheriting real estate can open up a world of possibilities for pre-retirees. In this article, […]

Retirement isn’t a one-size-fits-all concept. The traditional image of a planned exit from the workforce followed by leisurely days of relaxation has given way to a more tailored approach that focuses on individual aspirations, financial circumstances, and personal preferences. As you move towards this significant milestone, understanding your options can empower you to create a […]

As we grow older, we start thinking more about the income we’ll have in retirement. We want to ensure a comfortable and secure future. This is where working with a Retirement Income Certified Professional (RICP) comes in handy.  The RICP designation is a professional certification program that focuses on retirement income planning. It is designed […]

Estimated Read Time: 5 minutes 45 seconds If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this significant life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you […]

Estimated Read Time: 4 minutes You probably already know how important it is to plan for retirement, but where do you begin? One of your first steps is to estimate how much income you’ll need to fund your ideal retirement. But that’s not always as easy as it sounds because retirement planning is not an […]

Estimated Read Time: 4 minutes You may have a very idealistic vision of retirement — doing all the things you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit you get from Uncle Sam may not provide enough […]