Financially Speaking Blog
What To Do When You’re One Year From Retirement
Let’s next look at some strategies for when you’re a year away from retirement in Wausau WI. Finding yourself just a year away from retirement is exciting, but don’t let…
Six Tips for Organizing Your Records
By Elaine Floyd, CFP ® If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold…
What You Should Know Before You Retire
When preparing for retirement in Wausau WI, it can be helpful to pick up some tips from those who are already retired. An AARP article, 6 Things I Wish Someone…
Making The Best Of Retirement: 7 Disciplines
1. Can you ease into retirement in Wausau WI? If you are able, consider cutting back from full-time to part-time. It’s not only a way to stretch out your savings,…
Charitable Donations Can Be A Win-Win
Making a donation to charity directly from your IRA is a financial step that doesn’t always get a lot of publicity, but a U.S. News and World Report article How…
Developing a Realizable Vision for Retirement
By Richard Atkinson Retirement is a totally new stage of life. With some careful prioritizing-and collaborating with your financial professional-you can design a working plan for retirement that may surpass…