top of page
Group 1698.png

Read Our Retirement Planning
Articles Below

bg2.jpg

Our Retirement Planning Blog

img bg.png

Relocating in Retirement: What to Consider Before Moving

January 24, 2025 at 2:19:45 PM

Retirement offers a new chapter in life, and for many, it’s the perfect time to consider a change of scenery. Whether it’s for a lower...

Relocating in Retirement: What to Consider Before Moving

January 24, 2025 at 2:19:45 PM

Relocating in Retirement: What to Consider Before Moving

Retirement offers a new chapter in life, and for many, it’s the perfect time to consider a change of scenery. Whether it’s for a lower...

5 Common Retirement Planning Mistakes (and how to avoid them)

January 24, 2025 at 12:58:11 PM

5 Common Retirement Planning Mistakes (and how to avoid them)

Planning for retirement is one of the most important financial undertakings of your life. While it’s exciting to think about the...

How Often Do Stock Market Corrections Occur?

August 5, 2024 at 12:59:01 PM

How Often Do Stock Market Corrections Occur?

With the S&P 500 index's recent decline over the last few weeks to the point where it's now making news headlines, I thought I'd send...

Crafting Your Retirement Lifestyle: A Guide to Planning a Meaningful Retirement

February 9, 2024 at 4:51:47 PM

Crafting Your Retirement Lifestyle: A Guide to Planning a Meaningful Retirement

Retirement is a significant life transition, and planning for this chapter involves more than just financial considerations. A fulfilling...

How to Decide When You’re Ready to Retire

January 24, 2025 at 1:58:11 PM

How to Decide When You’re Ready to Retire

Deciding when to retire is one of the most significant financial and personal decisions you’ll make. It’s about more than just reaching a...

How to Align Your Retirement Goals with Your Lifestyle

January 24, 2025 at 1:58:27 AM

How to Align Your Retirement Goals with Your Lifestyle

Retirement is often seen as a destination—the reward for decades of hard work. But in reality, it’s the beginning of a new chapter filled...

With All The Headlines About “New All-time Highs”, Should I Be Concerned?

March 29, 2024 at 7:31:10 PM

With All The Headlines About “New All-time Highs”, Should I Be Concerned?

Following a very strong year in 2023, the S&P 500 index is off to a good start in 2024 with a +10% return so far this year. In the first...

Retirement Myths Debunked: Separating Fact from Fiction

October 14, 2023 at 5:18:14 PM

Retirement Myths Debunked: Separating Fact from Fiction

Retirement is a significant milestone in life, but it also comes with its fair share of misconceptions and myths that can cloud the...

The Importance of Tax Planning in Retirement

January 24, 2025 at 1:24:12 PM

The Importance of Tax Planning in Retirement

When planning for retirement, most people focus on saving enough money to support their desired lifestyle. While that’s a crucial piece...

Changes to Retirement Account Contribution Limits for 2025

November 15, 2024 at 4:01:16 PM

Changes to Retirement Account Contribution Limits for 2025

The IRS has announced updates to retirement account contribution limits for 2025, reflecting cost-of-living adjustments and new...

Rediscovering Purpose: 20 Ideas for Part-Time Work in Retirement

March 8, 2024 at 2:58:15 PM

Rediscovering Purpose: 20 Ideas for Part-Time Work in Retirement

Retirement is often seen as a time to kick back, relax, and enjoy the fruits of decades of hard work. However, an increasing number of...

Retirement Travel: How to Explore the World on a Budget

October 14, 2023 at 4:58:52 PM

Retirement Travel: How to Explore the World on a Budget

Retirement marks the beginning of a new chapter in life, and for many, this chapter is all about exploration and adventure. Traveling...

Group 1701.png

AVAILABLE ON AMAZON

Rolek Retirement Planning: 60-Second Assessments to Improve Your Planning Today

Order our retirement planning book on Amazon, or ask for a copy during your consultation instead!

bottom of page