A successful retirement lifestyle begins with planning ahead and thinking through several factors. Achieving your dream retirement is more than saving a big nest egg. While feeling confident financially certainly…
Deena WatsonJune 5, 2023
We all remember the 2008 financial crisis and recession, as millions of people lost their jobs, homes, and ways of life. While a lot of factors contributed to this economic…
Deena WatsonApril 6, 2023
DESIGNING YOUR FISCAL HOUSE TO WEATHER THE ELEMENTS Building a strong, sustainable retirement income strategy is a lot like building a weather-resistant home. The overall strength of the house is…
Deena WatsonJanuary 27, 2022
TAX STRATEGIES FOR RETIREMENT: BUCKETS CREATE TAX CHOICES Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, "There are two systems of taxation…
Deena WatsonJanuary 27, 2022
There are a lot of myths about working with a financial advisor. Maybe you have heard a few: "I don't need one" "They're for the wealthy" "There are lots of…
Deena WatsonJanuary 4, 2023
TAKE THE CHECKLIST CHALLENGE You've worked hard. Made sacrifices. Saved diligently. You've earned the right to enjoy the next season of your life. If something’s worth doing, it’s worth doing…
Deena WatsonJanuary 27, 2022
STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Social Security benefits are an important piece of your retirement income puzzle, and deciding when to start taking Social Security payments depends on…
Deena WatsonJanuary 27, 2022
STRESS-TEST YOUR RETIREMENT “Stress-testing” your finances tests your wealth engine to determine how efficiently it’s running, exposes hidden dangers, and helps you avoid losing the money you’ve worked hard for.…
Deena WatsonJanuary 27, 2022
Could Inflation Affect Your Retirement Plans? Retirees are often aware of the detrimental effects of inflation on their retirement savings. As the cost of goods rises, the value and buying…
Deena WatsonJanuary 27, 2022