Should You Retire at the Same Time as Your Spouse?
Key Considerations for Couples Planning Retirement Together As a financial advisor, I often find myself discussing retirement plans with couples who are contemplating the idea of retiring simultaneously. The notion of embarking on a shared retirement journey, free to pursue dreams, travel, and enjoy quality time together, is undeniably appealing. However, before making this important […]
Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™
Today’s guest is Colleen Lemasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG.
Ep 101: End of the Year Planning Pt. 2
On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.
Ep 100: End of the Year Planning Pt. 1
On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.
