A Spring Cleaning Checklist
As the weather starts to get warmer, we’re headed into spring cleaning season! If you have retired recently, now can be a great time to get to all those cleaning projects that you have been putting off. [...]
Tax Tips for Married Couples
Even as tax season winds down, it’s still important that you consider tax strategy as part of your financial picture. Many couples file jointly, and while it can sometimes help save on your taxes, it isn’t always [...]
What to Look Forward to in Retirement
Retirement is a time to relax, reflect, and pursue personal interests that were set aside during one’s working years. Engaging in hobbies is a great way to stay active, learn new skills, and meet new people. For [...]
What if 1 Million Dollars Isn’t Enough to Retire?
If you are headed toward retirement soon, or you have just retired, you may find yourself wondering, "Is my nest egg enough?" It's a common question and one that causes a lot of people a lot of [...]
The Value of Doing Something in Retirement
When you enter retirement, your first action may likely be to take advantage of the ability to do nothing. From your hammock swinging in the warm sun or cozy chair in front of the fireplace, you might [...]
Exploring The Difference Between an Investment and an Expense
In theory, the definitions of an investment or an expense are quite clear-cut. An expense, or cost, is simply the dispensing of time, money, or resources. An investment, while an expenditure, comes with the expectation of a [...]
A Guide for New Photographers
Photography can be a great hobby to take up in your retirement. It’s a great way to encourage you to stop and smell the roses. With the advent of smartphones and advanced digital cameras, it can be [...]
Navigating Retirement as a High-Net-Worth Individual
For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, [...]