Retiring soon? Our latest guide breaks down everything you need to know to make the most of your retirement income to plan for a stable future.
January 7, 2025
Retirement
September 10, 2024
How to Pay Off Debt and Save for Retirement
By Michael Vaughn, CFP® If tackling debt while staying on top of your retirement plan feels like an uphill battle, you’re definitely not alone. With the average debt per person in America at $104,215 and 61% of those over 50 anxious about having enough for retirement, it’s a common concern. But here’s some good news: […]
August 7, 2024
Individual 401(k) vs. SEP IRA: Which Is Best for You?
By Michael Vaughn, CFP® As a dedicated professional, finding time to save for retirement can be challenging with so many other priorities vying for your attention. Balancing daily family responsibilities and managing business operations often means that retirement planning gets pushed to the bottom of your to-do list. Even when you make the effort to […]
June 10, 2024
Understanding the Phases of Retirement Planning
By Michael Vaughn, CFP® Retirement might seem like a distant dream, something we plan and save for but often overlook the different phases that come with it. Just as you progressed from a newbie in your career to an accomplished professional, your retirement journey spans various stages, each with its own challenges and joys. Think […]
April 4, 2024
6 Secrets to Prepare for a Happier Retirement
By Michael Vaughn, CFP® After years of envisioning your retirement throughout your career, the idea of having more leisure time, exploring the globe, bonding with loved ones, or pursuing new passions is undoubtedly enticing. But what exactly does a fulfilling retirement mean to you? In this article, we offer our top secrets and suggestions to […]
March 6, 2024
How Much Do I Need to Retire Comfortably?
By Michael Vaughn, CFP® Wondering how much you’ll need for a comfortable retirement? While experts often suggest aiming for 55-80% of your pre-retirement income annually, it’s not a one-size-fits-all solution. Your definition of a “comfortable” retirement will be different from others’, and shaped by your lifestyle preferences and goals. Whether you envision staying close to […]