Blog Tag: investment strategies for retirees

What We’re Reading: Mid-Year 2024 Edition

Retirement, a phase of life many look forward to, is evolving in fascinating ways. From financial planning to lifestyle choices, staying abreast of the latest trends and insights is crucial for anyone approaching or enjoying retirement. Here’s a curated selection of recent articles that delve into intriguing retirement topics: 1. How to Vet the Financials […]

Written by on June 24, 2024

Is Your Financial Advice Holding You Back?

A Look Back on Financial Planning and Software Financial planning for retirement has been an established industry for at least 30 years at this point. The software for doing the planning has come such a long way. At the time,some of the earliest packages were still being run on DOS-run computers, if you remember what […]

Written by on April 1, 2024