Check out Charisse’s latest article, The Biggest Retirement Mistake Of My Life, published in Forbes. It’s a great client story that you may find some similarities within based on your own personal financial situation. Also, Charisse shares her 5 helpful questions to ask when searching for a financial professional. Read More...
Well, we made it through another winter and now the unofficial start to summer has begun. That’s right, with this weekend’s celebration of Memorial Day, the time to fire up the grill and gather with friends and family is officially here. Unfortunately, that’s the first thing that comes to mind for many people when celebrating [...]
No matter how healthy you are right now, or “plan” to be later on in life, it’s essential for you to protect your retirement savings from potential Long-Term Care (LTC) and other health-related expenses. Without a solid plan in place that addresses the potential expenses associated with LTC and health risks, your savings could be [...]
Watch as Charisse discusses 5 important parts of your retirement plan that incorporates a holistic approach to help get you to and through retirement.
Watch as Charisse discusses 3 key steps you can take to help prepare for a secure and successful retirement.
It’s not surprising that, according to the American Time Use Survey, retirees enjoy 7-8 hours of leisure time per day. Your newfound free time in retirement is equivalent to a traditional workday in the office. Only, you might be able to squeeze in a few more naps and hours of television than you could when [...]
According to a recent analysis by Fidelity Investments, a couple retiring at age 65 this year could end up paying $280,000 on medical care in retirement. While this estimate is over a roughly two decade period, it does not include prices for dental care, long-term care, and over-the-counter drugs. And, as Americans are living longer, [...]
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