Blog

A collection of articles and resources to help you stay informed and educated about retirement life, money and investing. 

Maximizing Your Golden Years: The Essential Guide to Retirement Tax Planning

Are you ready to make the most of your retirement while minimizing your tax burden? Look no further! In this guide to retirement tax planning, we'll walk you through many of the essential strategies to maximize your golden years.

Benjamin Hooper | March 27, 2024

Embrace the Holistic Retirement Planning Revolution: A Paradigm Shift Towards Financial Freedom

In this article, we will explore the paradigm shift towards holistic retirement planning and how it can lead to financial freedom. Rather than solely focusing on accumulating wealth, this approach acknowledges the importance of health, relationships, and personal fulfillment in retirement.

Benjamin Hooper | March 19, 2024

Unlocking the Benefits: Deciding Whether to Take Social Security at 62 While Still Working

Are you approaching the age of 62 and still actively working? You may have pondered the question of whether or not to take Social Security benefits at this point.

Benjamin Hooper | March 15, 2024

5 Easy Steps to Create an Effective One-Page Business Plan

Are you an entrepreneur looking to streamline your business strategy? If so, you're in the right place. Creating an effective one-page business plan can be a game-changer for your success.

Benjamin Hooper | March 13, 2024

Three Approaches to Retirement

The thought of retirement is exciting to some and scary to others, with most feeling a mixture of both emotions. Much of the anxiety surrounding retirement is caused by not knowing where to begin with retirement planning. A great initial step is to decide on one of three approaches to retirement: Traditional, Phased, or FIRE (Financial Independence Retire Early).

Benjamin Hooper | April 3, 2021