Recent Articles
Healthy Gifting: Making Memories and Good Habits That Last a Lifetime
By R. Todd Holden | Wealth Advisor
For many clients, their philosophy on providing gifts to family members evolves over the course of their retirement. Early retirees tend to have the philosophy of “This money is for us, and the kids get what they get when we’re gone.” This seems to change between years 5 and 10 of retirement. I often hear, “There is no way we are going to spend all of this money, so we might as well see the family enjoy some of it when we’re still here.”
6 Things Federal Employees Need to Know Before Retiring
By B. Steven Bass | Financial Advisor
Are you considering retiring from federal service? There’s a lot to think about. Here are six important things you need to know before you take the plunge into retirement life.
Social Security Considerations
By R. Todd Holden, Wealth Advisor
Numerous articles on Social Security appear monthly. They seem to have either a “perfect age to claim benefits” strategy or some sort of political ideology. I will try to provide some basic framework for you to consider and/or share with your family and friends.
There is No Perfect Age to Claim Benefits
