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Posts by Barb
Embracing the Three Phases of Retirement
Retirement is a significant milestone in one’s life, offering a chance to enjoy the fruits of our labor and pursue our passions. As a pre-retirement advisor, I’ve had the pleasure…
Read MoreEmbrace Meaningful Adventures in Retirement!
We understand that finding fulfilling activities to fill your extra hours during retirement can be challenging. So let’s explore strategies to help you embrace the freedom of retirement and discover…
Read MoreUnveiling Retirement’s Healthcare Realities
Retirement comes with the gift of time, and that means you can finally focus on your health. Regular check-ups, preventive care, and adopting a healthier lifestyle become much easier without…
Read MoreThe 70-80% Rule: A General Guideline for Determining a Good Monthly Retirement Income
Retirement is an important phase in life that requires careful planning to ensure financial security. One of the key considerations when planning for retirement is determining a good monthly income.…
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Planning for Retirement: Exploring the Three Most Common Retirement Plan
Types
Retirement planning is an essential part of financial planning that requires careful consideration of various factors. One crucial aspect of retirement planning is selecting the right type of retirement plan.…
Read MoreRetirement Income: What Is Considered ‘Good’ and How to Achieve It
A good retirement income is typically one that allows you to maintain your standard of living without having to worry about running out of money during your retirement years. Generally,…
Read MoreRetirement Planning Made Easy: 5 Key Steps to Secure Your Financial Future
Retirement planning is an essential process that helps you achieve financial security in your golden years. It is a process that requires careful consideration and planning to ensure that you…
Read MoreRoth IRA – Convert or Contribute?
Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different than traditional pre-tax funded retirement accounts. Roth IRAs offer many…
Read More5 Common Mistakes to Avoid in Retirement
You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire. First, don’t retire too soon. Lifespans are increasing…
Read MoreWhat’s Your Risk Tolerance?
Risk tolerance is the level of risk, or market ups and downs, an investor is willing and able to tolerate. An aggressive investor, one with a high risk tolerance, is…
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