by Gary Raetz | Dec 23, 2016 | Miscellaneous
It might sound strange, but retirement planning doesn’t end when you retire! In fact, regular and consistent planning throughout retirement is the best way to reduce unpleasant surprises on your tax returns, and to keep your budget and retirement income in line....
by Gary Raetz | Dec 19, 2016 | Miscellaneous
Are you ready to retire? If you’re like most people, you just yelled “YES!”, and now you’re fantasizing about packing up your desk and booking cruise tickets. However, emotional readiness is just one piece of the puzzle. As your expected retirement date...
by Gary Raetz | Dec 12, 2016 | Miscellaneous
We’re all busy at this time of year, with holidays, shopping, traveling, and social engagements, but because many important financial planning decisions must be implemented before the end of the year, take a few moments to assess your situation before December...
