Retirement

Embracing the Three Phases of Retirement

By Barb | July 7, 2023

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…

Embrace Meaningful Adventures in Retirement!

By Barb | June 30, 2023

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…

Roth IRA – Convert or Contribute?

By Barb | September 4, 2019

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…

5 Common Mistakes to Avoid in Retirement

By Barb | August 23, 2019

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…