Month: March 2024

map of the united states with tags on the worst states to retire
The 10 Worst States for Retirement
 March 28, 2024

School of Financial Wellness

The location you choose for your retirement can have a significant impact on your costs, safety, activities, and overall happiness.

The 10 Best States for Retirement in 2024
 March 21, 2024

School of Financial Wellness

Where you retire can make a major impact on your retirement plan. Some states are better for retirees than others, so here’s our top 10.

A nest with 3 eggs on top of a retirement tax form. Roth, IRA and 401k are written on the eggs.
The Evolution of Retirement Savings Accounts
 March 15, 2024

School of Saving and Investing

Retirement accounts have changed drastically from the pensions of the late 19th century to the plethora of options available today.

A couple celebrating retirement on a beach at sunset.
I Can Retire NOW? A Case Study
 March 1, 2024

School of Financial Wellness

Generic guidance led two of our clients to believe they needed to work another 5 years. We told them they could retire TODAY.