Client Corner: Carolyn
After I retired, I initially worried about how I would fill my days without the structure of a 30+ year career. Work had long defined my routine, balancing job responsibilities with family life, vacations, and fun. My husband Gene is still working, so I began navigating retirement on my own. We moved to Southern Utah the day after I retired, …
Briefcase Study: Spring Is a Time to Revisit Home as Part of Your Retirement Strategy
Spring is in the air (finally!), and with it comes the annual nudge to refresh, replace, and reconsider. For many people, including those nearing or in retirement, that nudge isn’t just about changing curtains or mulching flower beds; it’s about rethinking one of life’s largest financial and emotional commitments: where we call home in retirement. In my experience, the most …
Back to the Basics: Taxes: The Illusion You Can’t Afford
When a magician yanks a rabbit from a hat, we instinctively know the truth: it isn’t magic. It’s misdirection. It’s sleight of hand, a well-timed pivot that draws your attention to one spot while the real trick unfolds elsewhere. That same maneuver shows up in your financial life. We tend to fix our gaze on the obvious: investment returns, coupons, …
