Posts by Barb
The Impact of Debt on Your Retirement
Retirement is a time to enjoy the fruits of your labor, relax, and pursue your dreams. However, one factor that can cast a shadow on your golden years is debt.…
Read MoreSmart Retirement Planning Tips for 20-Somethings
Congratulations! You’re at the beginning of an incredible journey, and now is the perfect time to start planning for your retirement. Let’s explore some smart retirement planning tips tailored specifically…
Read MoreMutual Funds for Retirement Bliss? Are They Still Relevant?
These are questions I often come across clients who question the relevance of mutual funds in today’s dynamic financial landscape. Let’s see if mutual funds are still a viable choice…
Read MoreEmbracing 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…
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