Retirement Income
The State of Other States: Relocating in Retirement
I was recently chatting with a friend about the pros and cons of moving to more tax-friendly states upon retirement. She wanted to know which state was the most popular…
Read MoreTikis & Taxes: Tax Planning in Retirement
Every year on the coldest day of winter, I get a call from a group of clients in Florida. This flock of “snowbirds” (retirees who migrate south for the winter)…
Read More3 Benefits to Working in Retirement
After the chaos of the pandemic, most of us are eager for normalcy to return to our lives and getting back to the routine of seeing our families, having dinner…
Read MoreTop Retirement Worries and How to Address Them
Over the past 24 years, I’ve spoken with many people whose retirement worries are crippling. They’re often paralyzed with fear about the what-ifs of retirement: What if I run out…
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