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Unconventional Retirement Planning Advice: Enjoy the Moment

Unconventional Retirement Planning Advice: Enjoy the Moment

by Hannah Moore | May 18, 2022 | Financial Transitions, Nearing Retirement, Recently Retired

A lot of traditional retirement planning advice is all about the future. The goal is to save as much as possible, maximize your retirement contributions, and find an investment strategy that offers the right combination of risk and reward. While each of these things...
The Importance of Health Savings Accounts in Financial Planning

The Importance of Health Savings Accounts in Financial Planning

by Hannah Moore | May 4, 2022 | Established Career, Financial Planning, Healthcare, Nearing Retirement

There are many elements to consider when developing a financial plan; along with figuring out a budget that accounts for your income and expenses, it’s good to think about investments. Most people automatically think about a 401(k) or the stock market when they’re...
Want Better Financial Outcomes? Change Your Perception of Money

Want Better Financial Outcomes? Change Your Perception of Money

by Hannah Moore | Apr 20, 2022 | Established Career, Financial Transitions, Goals

“How much money is enough?” It’s something we hear all the time from our clients. And while this is certainly an understandable question, we don’t think it’s the right one. Asking how much is enough assumes that there are defined, objective values for what is a “lot”...
In This Housing Market, Should You Rent or Buy?

In This Housing Market, Should You Rent or Buy?

by Hannah Moore | Apr 6, 2022 | Established Career, Financial Transitions, Goals, Nearing Retirement

We’ve seen a lot of news recently about the housing market in Texas and throughout the country. Low interest rates, inflation, and a surge in telecommuting have fueled a buying frenzy and driven housing costs sky-high. It’s a great time to be a seller, but many buyers...
What to Expect When Planning for Health Insurance in Retirement

What to Expect When Planning for Health Insurance in Retirement

by Hannah Moore | Mar 15, 2022 | Financial Transitions, Healthcare, Nearing Retirement, Recently Retired

For many people, one of the biggest concerns about retirement is the high cost of medical expenses. As you grow older, you will probably need more frequent visits to the doctor, and you may rely on expensive medications to maintain your health. It can be scary to look...
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  • Unconventional Retirement Planning Advice: Enjoy the Moment
  • The Importance of Health Savings Accounts in Financial Planning
  • Want Better Financial Outcomes? Change Your Perception of Money
  • In This Housing Market, Should You Rent or Buy?
  • What to Expect When Planning for Health Insurance in Retirement
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