The journey to retirement is rarely a straight path, and sometimes it comes with a few surprises. So, when the rug is pulled out from under you with an unexpected retirement offer, do you take the money and retire, or get back on the job hunt? Join Craig and Jennifer as they discuss the complex decisions that come with retiring early in this episode.
Being in between jobs can be frustrating. If you find yourself in this season, it’s important to have a clear plan of action to keep your finances in order. Stay tuned as Craig and Jennifer discuss some areas to consider for those facing job changes, layoffs, or contemplating early retirement.
Being in between jobs can be frustrating. If you find yourself in this season, it’s important to have a clear plan of action to keep your finances in order. Stay tuned as Craig and Jennifer discuss some areas to consider for those facing job changes, layoffs, or contemplating early retirement.
The decade leading up to retirement comes with many things to think about. In this episode, we’ll unpack the key elements that matter most during the home stretch of retirement planning.
It’s easy for business owners to get so focused on their work that they overlook some of the long-term planning areas that need to be addressed. Today we want to highlight a few of the items that need your attention and explain why it’s necessary to have a sense of urgency with these things.
Everyone wants to get the year started on the right foot so today we’re going to run through a checklist of financial items you need to address in 2024. We'll explore the nuances tax planning, share some tips for staying organized, and make sure you’re making the most out of your retirement contributions in the coming year.
In this episode, Craig and Jennifer unpack the common pitfalls people encounter when cutting corners in retirement planning. From taking excessive investment risks to neglecting legal documents and estate planning, this episode sheds light on some crucial aspects of financial preparedness. Stay tuned to see why thorough, proactive planning and informed decision making are so important in the world of finance.
Today we’re talking about retirement statistics. For example, did you know that 56% of Americans lose sleep when they think about retirement? That’s no way to live your life. That’s why we’re here to help you plan.
Finances get tight, especially now as prices seem to continue to go up. Increased costs out of pocket means less money to invest in saving for your goals. So, how do you handle saving for long term [...]
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll address a few of these issues and help you become better prepared when it comes to building your financial plan.
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