Category: Retirement

Already Retired? 401(k) Help for Retirees
Sep 12, 2022
There’s an effort being made to find a better word than “retire” to describe the act of putting your working years behind you. 
Nine-Point Retirement Checklist
Sep 05, 2022
What should I be thinking about when nearing/considering retirement?  It’s one of the most common questions we’re asked and it’s critical to review[...]
Can the ‘Rule of 55’ Help You Plan for Retirement?
Aug 29, 2022
If you’re one of the younger Baby Boomers, retirement planning is something you are most likely spending some time thinking about.
How to Plan for the Cost of Healthcare in Retirement
Aug 11, 2022
If you’re like a lot of pre-retirees, healthcare costs in retirement are a major concern. 
New Year; New Financial Goals
Feb 04, 2022
It’s that time of year when we realize we may have indulged a little too much over the holidays, and maybe our bank account is feeling the impact.[...]
8 Mistakes That Can Upend Your Retirement
Jan 17, 2022
Trading in your 9-to-5 for retirement life is supposed to be an exciting time. You can finally sleep in late, play golf, start a hobby, volunteer,[...]
Alphabet Soup: What Your Financial Advisor’s Credentials Tell You
Oct 18, 2021
Chances are, there is at least one acronym that follows your financial advisor’s name on his or her name plate. This may look impressive, but what do[...]
What Type of Retirement Planner Are You?
Oct 04, 2021
Retirement planning has changed. A lot of companies no longer offer retirement savings plans that provide a reliable stream of income like pensions,[...]
Retirement Planning Annapolis: Understanding Vesting
Sep 20, 2021
When it comes to retirement planning (in Annapolis, or anywhere, for that matter) “vesting” is an important term to understand.
Do I Really Need a Financial Advisor?
Jul 27, 2021
As a financial advisor, there’s a question I hear a lot, especially in the age of the Internet: Why should I pay for financial advice when I can get[...]
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