by Daniel Stous | Nov 24, 2023 | Business Advice, Insight, Retirement
For self-employed individuals, there is no shortage of options when selecting a retirement account to pair with the business. We’ve discussed characteristics and pros and cons of Traditional and Roth IRAs, the SEP IRA, and the SIMPLE IRA. In this article, we’re...
by Daniel Stous | Jun 15, 2023 | Insight, Retirement
Retirement marks a significant milestone in life, but it also brings its own set of unique issues for couples. As partners transition from their careers into this new phase, they may encounter various relationship challenges that require thoughtful navigation. From...
by Daniel Stous | May 11, 2023 | Insight, Retirement
Because many Americans hold much of their net worth in a home, home ownership is relevant to many financial planning discussions we have with our clients. As needs change in retirement, people begin to wonder, “Is it time to downsize my home?” It might...
by Daniel Stous | Apr 25, 2023 | Insight, Retirement
Last week, we began our current blog series focusing on some of the psychological impacts of retirement. We discussed the emotional transition that comes with retirement, along with the shift from an accumulation mindset to a decumulation mindset. As our clients begin...
by Daniel Stous | Apr 12, 2023 | Insight, Retirement
Retirement — a word that can ignite thrilling excitement or utter anxiety. No matter how it’s viewed, retirement is on people’s minds long before it arrives. Some people discover their retirement years to be a deeply fulfilling time of life. Others, however,...
