Written by Andrew Dauphinee Published on July 18, 2025 Preparing for retirement has many dimensions, yet we often forgot how our career (outside of money) fits into that plan. Thank… Continue reading “What Do You Want to Be When You Grow Up? Program Recap”
Retirement Archives
WEBINAR – What Do You Want to Be when You Grow Up? Preparing for your Last Career and Active Retirement
Are looking at the end of your career over the next few years? Has your employer decided you are “no longer needed?” Not sure what’s next? Please join Paul Cecala… Continue reading “WEBINAR – What Do You Want to Be when You Grow Up? Preparing for your Last Career and Active Retirement”
Maximizing Social Security Program Recap
Written by Andrew DauphineePublished on December 18, 2024 There are up to 9,000 potential combinations of claiming Social Security benefits based on your unique situation so it is important to… Continue reading “Maximizing Social Security Program Recap”
WEBINAR – Maximizing Social Security Part 2
One of the most important and confusing income sources in retirement is Social Security. While many people will rely on Social Security to be the bedrock of their retirement, there… Continue reading “WEBINAR – Maximizing Social Security Part 2”
WEBINAR – Maximizing Social Security Part 1
One of the most important and confusing income sources in retirement is Social Security. While many people will rely on Social Security to be the bedrock of their retirement, there… Continue reading “WEBINAR – Maximizing Social Security Part 1”
WEBINAR – Introduction to Medicare
Is your 65th birthday coming up? Are you planning to retire? Thinking about making changes during the fall Medicare annual enrollment period? This is your chance to get your Medicare… Continue reading “WEBINAR – Introduction to Medicare”
Estate Planning Bootcamp Program Recap
Written by Andrew DauphineePublished on August 14, 2024 From gifting, to wills and trusts, to taxes, to the general process of probating and dispersing assets, Larry discussed many important considerations… Continue reading “Estate Planning Bootcamp Program Recap”
Roth After-tax vs Traditional Pre-tax Contributions Program Recap
Written by Andrew DauphineePublished on April 19, 2024 Not only are there many different types of retirement plans out there (workplace or individual), they may also have traditional and Roth… Continue reading “Roth After-tax vs Traditional Pre-tax Contributions Program Recap”
Vehicles of Financial Planning Program Recap
Written by Andrew DauphineePublished on April 18, 2024 There are so many ways that we can accumulate wealth, save for retirement, and plan for future financial expenses that it can… Continue reading “Vehicles of Financial Planning Program Recap”
Financial Planning during Your Lifetime Program Recap
Written by Andrew DauphineePublished on April 16, 2024 Our financial goals will change as we age and we should be prepared to adjust our financial plans to meet those goals.… Continue reading “Financial Planning during Your Lifetime Program Recap”
