Blog
Educational articles on retirement income, taxes, planning, and the decisions that come before and after you stop working. Each is general education — not individualized advice.
The Beacon 360 Process: A Four-Step Path to Holistic Retirement Planning
A couple sits at the kitchen table with two account statements, a Social Security estimate, and a few handwritten notes. They have saved diligently.
Read ArticleInvestments Are One Lane. Retirement Needs More Than That.
A business owner preparing to retire may ask one question: “How are my investments doing?” It is a fair question.
Read ArticleA Simple Scorecard for Retirement Readiness
Most people would not go years without a medical checkup. Yet many people go into retirement without a full checkup of their financial life.
Read ArticleCharting Your Retirement Income Course
A pre-retiree can often tell me the value of a 401(k), IRA, or investment account within a few dollars.
Read ArticleManaging Retirement Income in the Next Stage of Life
A person can spend 35 years saving into retirement accounts and still feel uncertain on the first day withdrawals begin.
Read ArticleThree Questions That Can Clarify Your Retirement Priorities
A person nearing retirement may have a clear financial question: “Can I afford to stop working?” Beneath that is a deeper question: “What do I want my life to look like if I can?”
Read ArticleThe Seven-Year Question That Reveals What Matters Most
A couple says they want to retire “soon.” But when asked what soon is for, the answers are fuzzy.
Read Article10 Things to Do Before You Retire
A person may spend years counting down to retirement, then realize the final months are filled with decisions.
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