Key Phases of Retirement Transition Retirement 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

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

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