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Your Retirement Planning Simplified

May 18, 2023

In this episode, Jane Robertson, founder of Single Seniors for Tax Fairness, shares her personal journey and the challenges faced by herself and other single seniors in retirement. She explains that single seniors make up 39% of all seniors, but they are penalized by the tax system for not having a partner. 

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May 4, 2023

A compelling sense of purpose accompanies a fulfilling life. Often, we derive that sense of purpose from our work. It can be a struggle to replace that compelling sense of purpose in retirement. However, uncovering a new purpose during retirement can be freeing and give you a renewed sense of joy and fulfillment.

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May 1, 2023

In the realm of retirement planning, successful retirees exhibit specific characteristics that contribute to their financial stability. One key factor is good money management habits, including diligent saving from an early age, which allows funds to compound and grow over time. Equally important is living within one's...