Why Kayaking Can Be the Perfect Retirement Hobby

  I’m here to help my clients get the most out of their retirement. That goes beyond saving and spending money. It’s about finding ways to enjoy free time, connect with loved ones, gain new perspectives and spend money, too. That’s why I’m recommending kayaking for the perfect retirement hobby this summer. Even if you’ve…

How to Determine Your Risk Tolerance

  Investors are constantly keeping tabs on the market, but it’s just as essential to take stock of themselves. Knowing your risk tolerance can make the difference between a smart investor and a sorry investor. Relying on your risk tolerance keeps your trading actions in check and gives you a reliable strategy to fall back…

Volunteering in Retirement: How to Give Back

  Leaving behind your work life and everyday routine is a thrilling and intimidating process for any retiree. Many of us lose a source of personal fulfillment when we say goodbye to our professional careers. However, you can still find exciting and engaging work to do in your golden years. Volunteering in retirement allows you…

Tax Filing Changes You’ll See in 2021

  The April 15th tax filing deadline is fast approaching, and that means the pressure to start your taxes is on. Unfortunately, you can’t just dive in headfirst – a few changes wait for you in the 2021 tax season. You can expect some variation in your IRA and 401(k) plans, your tax bracket, and…