by Joe Lind | Mar 20, 2025 | Retirement
One of the most common questions we get is, “When can I retire?” The honest answer? It depends. Not on some generic formula, not on an arbitrary number in an algorithm—but on your vision for retirement. Most advisors will run your assets through software, get a...
by Joe Lind | Feb 20, 2025 | Retirement
Life gets busy, and let’s face it—old 401(k)s can easily slip through the cracks. Maybe you changed jobs, moved on to bigger opportunities, or just got caught up in the hustle. If this sounds familiar, you’re not alone. Millions of people leave behind retirement...
by Joe Lind | Feb 12, 2025 | Retirement
The ball has dropped, the confetti’s been swept away, and for many, the New Year brings a shift in focus—from indulgence to self-improvement. After weeks of rich food, celebratory drinks, and the occasional dessert (or three), it’s no surprise that health goals take...
by Joe Lind | Jan 28, 2025 | Retirement
Hey, quick reminder: even though we’re already cruising through 2025, you can still contribute to your 2024 Traditional IRA until Tax Day! Yep, it’s like hitting rewind on last year’s savings game. A lot of people miss this opportunity simply because they don’t know...
by Joe Lind | Nov 5, 2024 | Financial Preparedness, Investing, Nearing Retirement, Retirement, Uncategorized
Elections, regardless of the outcome, often lead to heightened uncertainty in both the political and economic landscapes. This uncertainty can introduce fluctuations in markets, shifts in policies, and potential changes to the broader economic environment. For...
