Financial & Retirement Planning
Retirement planning is the preparation for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include lifestyle choices such as how to spend time in retirement, where to live, when to quit working altogether, etc. A holistic financial approach to retirement planning considers all these areas. No two retirements look the same so we will provide a full spectrum of strategies for your specific plan.
What is a Financial Advisor’s True Role in Estate Planning?
A thoughtful estate plan doesn’t stand alone—it works best when it’s integrated into your broader financial strategy. On this episode of The Practical Planner Podcast, Wealth.com explores how financial advisors can serve as a central resource in the estate planning process.
Resources
Talking to Your Adult Children About Money
Should You Take Your RMD Earlier in the Year?
How Do Tariffs Affect My Investment Strategy?
Amplifying Your Impact with Donor-Advised Funds
Am I Ready to Retire?
Roth and Roll: Is a Roth IRA Conversion Your Next Smart Move?
How can a 529 Plan Benefit My Family?
How Does Inflation Affect My Financial Future?
What is a CFP vs an FA?
What Role Does Psychology Play in Financial Planning?
What are RMDs?
What is a QCD?
What is a 529 Plan?