University Planning Partners

Being able to leave the workforce isn’t enough to make you happy on its own. Studies show the happiest retirees are those who use their money to spend time with loved ones and make memories, but being afraid to spend can get in the way of a fulfilling retirement. As you plan for retirement, make sure your budget and goals include meaningful experiences that will make your golden years truly shine.

Man’s best friend may be better at chewing slippers than crunching numbers, but we’re making a few exceptions today for Take Your Dog to Work Day. After all, what better way to end your work week than with your 4-legged bestie by your side?

With statistically longer lifespans and lower wages, women understandably feel less confident in their ability to retire. If you feel overwhelmed by the need to save more and earn more in order to hit your retirement goal, having the right financial planning tools can alleviate some of that stress. Reach out today; we’re here to help you plan your future with confidence.

With inflation and the current market, working past age 65 seems like a no-brainer for many. What may not be as straightforward is whether or not you’re missing out on healthcare benefits. Did you know you can enroll in Medicare before retirement? Your financial advisor can help you compare Medicare and Employer-provided plan options and choose the best fit.