By Brian Bloxom, ChFEBCSM Are you counting down the days until you get to finally enjoy the sweet freedom of retirement? Naturally, though, with a large life transition like this, there is so much to consider and plan for. A big piece of this puzzle is Social Security. You’ve paid into it for …
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The 401(k) Debate: Is Maxing Out Your Contribution Always the Best Move?
By Brian Bloxom, ChFEBCSM Most of us know that planning for retirement is a critical part of stabilizing your financial future. In the United States, one of the most popular ways to save for retirement is through a 401(k) plan. This option allows you to place your hard-earned money into an …
Key Steps to Take Within 5 Years of Retirement
By Brian Bloxom, ChFEBCSM Everyone has their own idea of what a happy retirement looks like. For some, fulfillment means transitioning to part-time work. For others, it’s about having quality time with family, pursuing hobbies like gardening or golfing. However you envision it, the five years …