Retirement. Whether we are near or far from it, we have been trained since we were young to keep this goal at the forefront of our minds. Though you always hear retirement being referenced as a universal goal, it can look vastly different for everyone. With our 40 years of combined experience working closely with retirees, we have observed the many implications retirement has on people’s lives each step of the way…that’s why we’ve split it into three different areas and three separate podcasts: adjusting for retirement, adjusting at retirement, and adjusting in retirement.
It’s not all about preparing financially, it’s about adapting mentally and giving yourself the proper time and planning to make a healthy adjustment. In this series, we share some valuable insight we’ve learned and provide guidance to help you navigate through each phase. If you or anyone you know is approaching that retirement phase, this is a must listen.
In this episode of Ed’s Edge, Ed and James discuss the importance of being proactive with managing your taxes both now and in the...
In this insightful conversation between Ed and James, they delve into the topic of transitioning to retirement. Ed and James explore a range of...
Selecting a financial advisor involves more than just investment management. It’s important to understand their compensation structure—whether they charge flat fees, commissions, or asset-based...
