If we are forced unexpectedly into early retirement or just choose to retire sooner than planned, we might be focused on whether we’ve saved enough. But what about issues like taxes? How can taxes impact how long our money lasts in retirement?

We’re faced with questions every day. What’s for dinner? When’s the meeting? How was your day? These are questions that are – or should be – easy to answer, but when you’re starting to consider retirement, the questions can get a lot more complicated.

As with many other aspects of financial planning, when it comes to your health coverage in retirement, it’s NOT a good idea to set it and forget it. And now is the time to take a look at your Medicare coverage for next year. 

When you plan for retirement, you need to consider all the risks your money may face… Because if you don’t take steps to help protect your money from risk, your retirement could be at risk.  

Many of us are creatures of habit. We have our usual order at our favorite restaurant. We take our coffee a certain way. We don’t like to switch banks, accountants or doctors because we’re comfortable with how things are done. But if you’re getting close to retirement, you should seriously consider changing things up.

If you’ve saved a million dollars for retirement, it seems like you’d be all set. But is there anything you’re overlooking? We’re about to get into that.

Many of us are creatures of habit. We have our usual order at our favorite restaurant. We take our coffee a certain way. We don’t like to switch banks, accountants or doctors because we’re comfortable with how things are done. But if you’re getting close to retirement, you should seriously consider changing things up.

There are more than one million tax preparers in the U.S., so there’s no shortage of help when it’s tax time. But who should we turn to when it comes to tax planning in retirement? Do you work with other professionals when helping a client create a tax-efficient retirement strategy?

We used to think of retirement as the final stage of life. It’s not the finish line anymore. It’s just the beginning of the next phase of life. Retirement today lasts so much longer, and we believe it actually unfolds in stages.

It happens every year in every state in America – orange cones and construction zones blocking your way, forcing you to change your route, and making you want to pull your hair out. You’re thinking, “How long is this going to last?” and “Why can’t they plan better?” These are NOT questions you want to be asking about your retirement.