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 […]
What If Social Security Gets Privatized? How to Protect Your Retirement Plan Now
WThere’s a growing conversation around the future of Social Security—specifically, whether it might be privatized. For anyone approaching retirement, that’s not just a policy debate. It’s a real financial concern. I recently contributed to a GoBankingRates article on how to prepare if Social Security changes. Below are the key takeaways—plus a look at how we help clients […]