Category Archives: Retirement

Could You Live To 100? Longevity Planning Secrets

So many of us are likely to live twenty to thirty years in retirement. What...

Changing jobs can be hazardous to your retirement savings

Changing jobs can be hazardous to your retirement savings. Close to one-half of 401(k) balances...

7 Financial Experts Share Their 2024 New Year’s Resolutions

It’s not everyday that your financial advisor will tell you to spend money, but that...

Don’t Put Off Saving for Retirement

Several years ago, I met with a couple who spent their 30s and 40s buying...

Gen X: The Ultimate Sandwich Generation

We know that all you Gen Xers out there feel you are on the wrong...

Is It OK To Not Know What’s In Your 401k?

How many people really know what’s in their 401(k)? Not many, according to CNBC, finding...

It’s Not Too Late To Save For Retirement

Feeling behind the eight-ball when it comes to saving for retirement? Many Americans do. But...

Ask Mari: Will Switching To Part-Time Work Hurt My Social Security Benefits?

One of our clients asked a great question that other day as we met to...

Ask Mari: Will IRA Required Minimum Withdrawals Be Waived In 2022?

Here’s a question we received from Carol, one of our blog readers. Great question, Carol!...

Ask Mari: Social Security Benefits For A Divorced Spouse

For many retirees, deciphering the best Social Security claiming strategy can be incredibly confusing. Social...