Many envision a future filled with relaxation, travel, and new experiences as retirement approaches. However, the transition to retirement can bring challenges if not approached thoughtfully and strategically. There are several common mistakes that individuals make in the years leading up to retirement that can have a significant impact on their financial security and overall well-being. To ensure a smooth …
My Health Insurance is Trying to Bankrupt My Retirement
You likely haven’t given your health insurance plan much thought, if you have had a stable job for most of your career. It has been a benefit consistently offered through your employment typically. SO? What happens when you retire before 65 and are Medicare eligible. Well, the options are slim that is when an income plan becomes a key tool …
Advance Health Care Directives
Also known as a living will, personal directive, advance directive or advance decision. Planning ahead for future health care decisions is an important step for you, your family and/or loved ones. In the event of a major health event, where you may be unable to communicate, an advance health care directive provides medical instructions that reflect your personal values and …
The Plan is to Live Into Retirement
When do you want to retire? Yesterday? Is your money going to last? It’s simple. Just tell me when you are going to die and we can come up with the perfect plan for your retirement. If you are like most of my clients, you are working away and putting away money for that future retirement date. But what if …




