Are you considering retiring early but worried about health insurance? You’re not alone. Many people dream of retiring before the traditional age of 65, but the prospect of losing employer-sponsored health insurance can be a major concern. Finding the right health insurance plan for early retirement requires understanding all available options before making this important…
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During COVID, I worked with many clients who faced furloughs, especially those employed at Disney. Some were let go completely, while others were away from work for months. One particular client in his early 60s had an eye-opening experience. He had planned to retire within a couple of years, but found himself temporarily out of…
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I recently spoke with a client who told me he is done working for the company and wants to retire. He has been working for the company for 25 to 30 years and has had a great career. He loves the Walt Disney Company and has enjoyed it. Still, when you’re done, you’re done. The…
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We will all hopefully have some sort of Social Security benefit at some point. Understanding how those benefits work and how Social Security works in general is a pivotal component of proper retirement planning.
As a financial advisor, part of my job is working with clients to try and help minimize and mitigate the tax ramifications associated with their decisions. One of the most important is making tax-efficient withdrawals from their retirement funds.
There are three main ideas involved with tax-efficient withdrawals from retirement funds.
If you’re in your late 50s and looking to start making the transition to retirement, following the suggestions in this case study is a great start.
Retiring with $2 million is a great goal to strive for. While it’s certainly a good amount of money, how far it will go depends on a few things.
Thinking about retirement? It’s important to look at the financial aspect but you also need to understand how to know if you’re mentally ready to retire. Here’s how to evaluate your retirement plan for maximum happiness.
Planning to retire is both exciting and overwhelming. You feel ready, but how do you know when God wants you to retire?
Use these five key things to help you determine whether your desire to retire is your timing or God’s.
Knowing how to thrive in retirement involves more than just finances. Step outside the financial realm and consider some other key elements.
