As Seen in Our Community

Here's how single parents and unmarried partners can approach income taxes, retirement planning, and estate planning.

As you near your targeted retirement date, you’re likely anticipating all the upsides of not being tethered to a 9 to 5 anymore, such as taking mornings at your own pace, spending more time with your significant other and pursuing various hobbies to your heart’s content. And while those things are fun to consider, they’re merely perks of retirement — not what fuels it.

Can I retire early? How will I know when I can retire? How much do I need to have in savings versus in an IRA? Will this be enough to live on? These are all questions I hear from clients when trying to find their “number,” that financial goal they need to hit in order to have a comfortable and worry-free retirement.