Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.