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Embracing the California Lifestyle: How to Choose the Right Community for Retirement

By Amanda McFarlane | September 8, 2023

When the golden years approach, and the hustle and bustle of workdays fade into the rearview mirror, the dream of many retirees is to settle down in a place that promises a perfect mix of relaxation, adventure, cultural vibrancy, and natural beauty. California, with its diverse landscapes, Mediterranean climate, and…

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The Implications of Retirement on Your Financial Plan

By Amanda McFarlane | September 1, 2023

As we navigate through our careers and personal lives, retirement often feels like a distant eventuality. The truth is, it’s never too early to start planning for this significant phase of life. Retirement brings about a variety of implications for your financial plan, ranging from changes in income and expenses…

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Understanding Fixed Indexed Universal Life Insurance (FIUL): A Detailed Overview

By Amanda McFarlane | August 25, 2023

Life insurance is a pivotal part of financial planning, offering a layer of financial security for your loved ones when you’re no longer there—and some insurance options even have benefits you can take advantage of during your lifetime. Different types of life insurance cater to varying financial needs and goals.…

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When Is It Too Late to Start Saving for Retirement?

By Marissa Barnhill | August 18, 2023

As humans, there are many questions that we’re left pondering as we navigate our way through life: Why is the sky blue? Do aliens exist? What are the secret 11 herbs and spices that make KFC chicken so tasty? When is it too late to start saving for retirement? While…

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Key Retirement Questions to Ask Your Advisor

By Amanda McFarlane | August 11, 2023

Making your money last for 20+ years in retirement can seem like a tall task. As a wealth advisory firm, two questions we are often asked are: Am I ready to retire? And, once I retire, how can I set myself up for success and ensure I don’t run out…

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What Is Sequence of Returns Risk?

By Marissa Barnhill | August 4, 2023

Retirement is a long-tail game, in which you need to be able to strategize with some accuracy how much money you will need and the value of your portfolio each year and balance those values with an effective withdrawal strategy so you don’t run out of money in your lifetime.…

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Exit Strategies for Business Owners Ready to Sell or Retire

By Marissa Barnhill | July 7, 2023

As a business owner, you have poured your heart, soul, time, and resources into your enterprise to ensure its growth and success over the years. But the day will inevitably come when you will need to consider stepping back, whether it is due to retirement, pursuing another opportunity, or simply…

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What the SECURE Act 2.0 Means for Your Retirement Savings

By Amanda McFarlane | June 30, 2023

The SECURE Act 2.0, signed into law in December 2022, is a major piece of legislation that makes several changes to retirement savings laws designed to improve Americans’ retirement savings ability and outcomes. Why did Congress move to make these changes? Well, put bluntly, America has a retirement crisis. Surveys…

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