The 2025 Guide to Retiring Without Regret
Key Phases of Retirement TransitionRetirement is one of life’s most significant events, right up there with getting married or having a child. “It’s not just about work,” says Heath Harris, founding financial advisor of Compound Advisory. “It’s about building a life you actually want to live.” The transition to your next life stage moves through […]
How to Build Generational Wealth Even in Retirement
Retirement doesn’t have to mean slowing down. In fact, it can be one of the most effective stages for building and transferring generational wealth. I recently shared a few of my favorite strategies in a GoBankingRates article that highlights how retirees can continue to grow their financial legacy. Here’s a summary of the most impactful strategies—along with […]