Archive for April 2022

Published on April 20th, 2021 Part of the retirement planning process is realistically imagining what you want your life to look like. Bear in mind that you’re really only planning…

Published on April 13th, 2021 A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement.¹ However, new research…

Published on April 6th, 2021 Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way…