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Near Retirement

You’ve maxed out your 401(k) and paid off your mortgage, so you’re ready to retire... right? Consult a CFP® professional to see if you’re on track to make the most of your golden years.

International Women's Day

International Women's Day: Financial Planning for Women Nearing Retirement

This International Women’s Day we honor women around the world and recommit ourselves to overcoming the challenges women face. One challenge that women may face is planning their retirement – women tend to live longer than men but have less invested for retirement. There is a lot to consider when it comes to retirement planning. For me, it is hard to imagine slowing down. What does grab my attention is the amount of money I will need to have at the time I do want to slow down and retire.

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