Whether you’re nearing the retirement transition or currently retired, there is one crucial detail you don’t want to overlook: healthcare costs. Without proper planning, you
Today, we’re going to answer the question many people ask themselves: How does inflation impact my pre-retirement savings goals or my current retirement plan? More
We talk often about how the 4Buckets can create new realities for retirement. We talk about how more retirement income can lead to an increase
When discussing retirement planning and the transition into retirement, one of the primary considerations is the retirement timeline. This refers to the age at which
Liquidity can have varying definitions based on personal experience or financial know-how. Some view liquidity as the ability to control or access money. Want to
If we were to ask someone when they expect to retire and they said, “When I turn 67,” we wouldn’t think twice about it. That’s
Nearly every retiree that we work with has two main objectives for their retirement strategy. The first – enjoy the highest amount of income from
You can’t escape inflation in today’s news. Rising prices are all around us. If you’re approaching or in retirement, that can be a big concern.
Most of us have lived through economic downturns before, and many remember the Great Recession’s impact. When you’re young, recessions can be difficult, but you
By Greg Lohr, MBA and Ethan Lohr, CFP® Think bear markets are all bad? Think again. While seeing your account value drop in an economic
