By Paul S. McNulty, CFP® Hearing the word “retirement” can conjure up many emotions: excitement, joy, and even anxiety or nervousness.
The Top 5 Financial Planning Challenges In The First 10 Years Of Retirement
By Paul S. McNulty, CFP® With the chaos that a global pandemic brought into our world, we know you’re likely concerned about how it will
Don’t Outlive Your Money: 3 Retirement Budget Tips
By Paul S. McNulty, CFP® Are your dreams of retirement clouded with worry that your money won’t last as long as you do? If so, you’re not alone.
How To Pursue A Regret-Free Retirement
By Paul S. McNulty, CFP® It’s one thing to regret staying up too late or choosing a restaurant with less-than-stellar reviews. But retirement
4 Steps to a Healthier Retirement Savings Plan
Some people, especially those who tend to be financially savvy, are feeling quite confident about their retirement plans. However, those are actually
Where Will You Live During Retirement?
For many, retirement represents an opportunity to make a major life change. Perhaps you dream of moving to Florida, or somewhere else with a sunny
How to Minimize Your Tax Liability During Retirement
Retirement planning involves more than just income planning. You will also set a budget for yourself, prepare for unexpected surprises in the future,
Don’t Leave This Money on the Table
Each year, billions of dollars in free retirement funds go unclaimed. That sounds shocking, but the cause is really quite simple: Many of us aren’t
Why Some Retirees Feel Underwhelmed – And What You Can Do About It!
As you plan for retirement, you might wonder what life will really be like on the other side of that target retirement date. Will you experience any