Blog Posts

You love everything about being gainfully employed. But you’re getting close to retirement. What do you do? Should you wait until you’re 70? Retire at 62? Or continue working, but fewer hours, or maybe, in a different, less-demanding position?

In this article, we will explore some of your choices. We will take a look at some of the available options that may fit your circumstances and lifestyle, while also considering the condition of your health during your later working years.

Maintaining a sound financial life also means taking steps to help protect your important records. Was tax season a paperwork mess for you? Have you struggled with finding important documents when you need them? Below are three questions to consider as you prepare your organization system for tax and legal documents for the upcoming year and beyond:

By Michael J. Searcy

Many years ago, I was an expert witness in an arbitration hearing regarding a financial matter. That experience changed me and changed the way I do business… I realized that, while there is a rightful place for mandatory arbitration clauses, that place is not in your financial planning or investment management contract. It’s simply not fair to the consumer.

By Marc Shaffer

As a financial planner, I am an advocate for planning and coaching that helps you get the most out of life. For the first 35 years of my life, I steered my own ship toward my destinations of choice. I would call myself a driven individual with personal goals that I liked to achieve each year, and I always had the freedom to make those happen exactly how I chose.

When I got married, new life goals were developed, and I decided a life coach could really be beneficial into making the transition from individual to couple. I wanted to make sure I was as strong in my marriage as I was before.

Beautiful vistas, glorious landscapes, sunsets, quaint towns and exciting adventures. The sights and sounds of traveling. Are they lost once you retire?

Retirement generally means transitioning to a fixed income, but the image of fixing yourself in a rocking chair on the front porch is outdated. Opportunities for travel and writing your own next chapter are abundantly available, if you plan in advance to make these things happen.