Retirement

5 Reasons to Include Long-Term Bonds in Your Portfolio as a Surgeon Nearing Retirement in California
Retirement
Oct 8

5 Reasons to Include Long-Term Bonds in Your Portfolio as a Surgeon Nearing Retirement in California

For high-income surgeons in California, investing in municipal bonds offers tax-free income and stability. Here are five reasons why they’re key for retirement planning.
Why Money Isn’t Logical: How Emotional Decisions Keep Us Stressed About Retirement
Retirement
Oct 14

Why Money Isn’t Logical: How Emotional Decisions Keep Us Stressed About Retirement

Today, money is a top stressor for Americans, especially when it comes to saving for retirement. This article explores how our emotional relationship with money often overshadows logic, why this happens, and how a shift to logical decision-making can lead to lasting financial security.
20 Questions You Need To Ask Yourself Before Retiring
Retirement
Oct 8

20 Questions You Need To Ask Yourself Before Retiring

With rising living costs across California, it's crucial to ask the right questions and make informed decisions to ensure your nest egg is fully prepared. From setting retirement goals and calculating expenses to managing investments and healthcare plans, this guide covers the essential steps to help you retire with confidence.
Is Your Retirement Safe? Lessons from Boeing’s Pension Shift and What It Means for You
Retirement
Oct 8

Is Your Retirement Safe? Lessons from Boeing’s Pension Shift and What It Means for You

Boeing's 2014 pension cuts sparked protests and a broader debate on retirement security. As traditional pensions disappear, employees face increasing risks with 401(k) plans, a trend underscored by strikes like the UAW’s in 2023. This article examines the shift in retirement planning and what it means for future retirees.
20 Questions to Secure Your Retirement: A Guide for Teachers in California
Retirement
Sep 25

20 Questions to Secure Your Retirement: A Guide for Teachers in California

Discover the 20 essential questions every California teacher should ask to secure a comfortable and fulfilling retirement. This guide provides practical insights and action steps to help you navigate your unique financial opportunities and challenges of retiring as an educator in the Golden State.
How New Social Security Changes Could Impact Your Retirement—and What Educators Can Do to Prepare
Retirement
Sep 10

How New Social Security Changes Could Impact Your Retirement—and What Educators Can Do to Prepare

Learn how potential changes to Social Security could affect your retirement income as an Teacher and discover strategies to stay financially prepared for the future as an Educator.
Navigating Retirement Planning After Divorce: What You Need to Know (+ Free Checklist)
Retirement
Aug 29

Navigating Retirement Planning After Divorce: What You Need to Know (+ Free Checklist)

Understand your options when navigating the financial challenges of divorce, especially in retirement planning, with key strategies to reassess your goals, manage assets, and secure your financial future post-divorce.




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