by A&A Editorial Team | May 10, 2024 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
As America approaches “peak 65” in 2024, a record-breaking number of baby boomers are reaching retirement age, with approximately 4.1 million Americans turning 65 this year alone. This demographic shift is set to have significant implications for the...
by Conner Kleinsasser | Apr 16, 2024 | Accumulation & Retirement Income, Conner Kleinsasser, Wealth
The traditional concept of retirement is evolving rapidly, with full retirement becoming increasingly unattainable for many Americans. As a result, more retirees are embracing semi-retirement — a new form of retirement where individuals continue to work and earn...
by A&A Editorial Team | Apr 16, 2024 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
A well-crafted retirement income plan isn’t just about accumulating wealth; it’s about ensuring our clients enjoy a financially secure retirement. After a lifetime of hard work and saving, the focus turns from wealth accumulation to wealth preservation. We...
by A&A Editorial Team | Mar 15, 2024 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
Retirement is a time of newfound freedom and opportunity, where people can finally pursue the passions and hobbies they may not have had time for during their working years. However, a recent study by Lincoln Financial Group reveals that many retirees are not taking a...
by A&A Editorial Team | Mar 15, 2024 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
As trusted financial professionals, you know that clients want the most out of their golden years — yet financial concerns linger for many entering retirement. With 75 million Americans expected to retire by 2030, known as the “Great Retirement,” it’s now more...
by John Poston | Mar 12, 2024 | Accumulation & Retirement Income, John Poston, Wealth
When it comes to planning for retirement, it’s not just about saving and investing. Retirees should consider every factor that can affect their financial well-being, and one thing that often gets overlooked is the impact of taxes on their hard-earned savings....
