Category: Financially Focus Newsletter

The Four Phases of Retirement

While there’s nothing wrong with dreaming big about retirement, it’s important to remember that how you think about retirement is likely to change over time. No matter how your circumstances change, you’re likely to have four different phases of retirement. Phase One The first phase is the pre-retirement phase. This […]
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Taxes in Retirement

When it comes to retirement planning, it’s only natural to be consumed with big picture items like finding the ideal community, whether to stay in your current home or downsize, and how much travel you’ll be able to do. And those are all great and very important things to think […]
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