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A Bucket Plan to Go with Your Bucket List Presented by Marc Aarons John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their […]
9 Facts About Retirement Presented by Marc Aarons Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are […]
How Will Working Affect Social Security Benefits? Presented by Marc Aarons In a recent survey, 70% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key concepts: full […]
2023 TAX GUIDE How to Prepare for Tax Season Presented by Marc Aarons Understand Where Your Federal Tax Dollars Go In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare. Keep in mind, this guide is for informational […]
Social Security 2023 COLA Increase Kicks In Presented by Marc Aarons While you probably already found your notice in the mail, you may be curious about the COLA increase happening for Social Security recipients in the New Year. Starting in January, beneficiaries will see an 8.7% increase to help offset inflation and its effects […]
Should We Reconsider What “Retirement” Means? The notion that we separate from work in our sixties may have to go. Provided by Marc Aarons An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT […]
5 Retirement Concerns Too Often Overlooked Baby boomers entering their “second acts” should think about these matters. Provided by Marc Aarons Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are […]
Creating a Retirement Strategy Most people just invest for the future. You have a chance to do more. Provided by Marc Aarons Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security. They know this, but […]
THE RETIREMENT REALITY CHECK Little things to keep in mind for life after work. Presented by Marc Aarons Decades ago, there was a book entitled What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss certain aspects of the retirement experience that go unrecognized – […]
Provided by Marc Aarons Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result from ignorance […]
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