By Bryan Trugman, CFPⓇ For some people, deciding where to retire is simple—they settle down in the state they’ve called home for most of their lives. However, many others look forward to spending their retirement years in a fresh location, perhaps to be nearer to...
By Bryan Trugman, CFPⓇ Congratulations! Your winning attitude has brought you to the home stretch of your official retirement date with only 12 months left to go. It’s an amazing accomplishment, and the fact that you’ve worked hard for decades is something to be proud...
By Bryan Trugman, CFPⓇ You’ve probably heard the saying, “People don’t plan to fail, they fail to plan.” In our experience, overlooking long-term care expenses that you could incur later on in life is one of the biggest blind spots people have as they head into...
Don’t keep your retirement plans to yourself. Make sure you and your spouse are on the same page with these 3 questions.
Early retirement doesn’t just have to be a dream. Use these 6 tips to make it a reality.
By Bryan Trugman, CFPⓇ We work with clients at various stages of life, some closer to retirement than others. When retirement is still 20 or more years away and seems far off, a question that comes up a lot is, what is the right balance between enjoying life today and...
By Bryan Trugman, CFPⓇ Retirement means different things to different people. The data tell us that people are living longer and that 65 is the new 50. The next phase of life and retirement, we hope, can last another 20 to 30 years. We can only assume that people have...
By Bryan Trugman, CFPⓇ For this article, I have featured an interview with Elan Wurtzel, who is an excellent personal injury attorney and also my business associate and personal friend. This interview discusses the financial impact of accidents and injuries, and also...