Archive for August 2024
Social Security’s 2025 COLA – Don’t Get Your Hopes Up
Written By: Marissa Waldron, CFP® Many seniors today are heavily dependent on Social Security as their primary source of income, which isn’t an ideal situation. As a result, the annual…
Read MoreNavigating Market Volatility in Retirement: Lessons from Recent Turbulence
Written By: Susannah Orzolek Market volatility is an inevitable part of life for anyone whether they are still saving for retirement or relying on investments as a crucial component of…
Read MoreMaximizing Your Retirement: The Art of the Withdrawal Rate
Written By: Alex Hammersley, CPA Retirement planning is often likened to a long-distance marathon—it’s not just about crossing the finish line, but about maintaining a steady pace to ensure you…
Read MoreHow to Weather Down Markets as a Retiree
Written By: Marissa Waldron, CFP® Drops in the market can be panic-inducing anytime, but especially if you are retired and living off of investments. You might be concerned you don’t…
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