5 Questions to Ask Yourself 5 Years Before Retirement
Is retirement on your horizon in the next five to ten years? Ask yourself these five important questions to be sure you stay on track.
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- Jan 24
- 5 min
The Hidden Retirement Benefits of Health Savings Accounts
Discover the not-so-boring side of Health Savings Accounts in our latest episode of Coffee with Waymark.
- Dec 4, 2023
- 4 min
The Emotional Side of Retirement: How to Face Your Fears and Find Fulfillment
Afraid to retire even though you can afford to? Being financially prepared doesn’t mean it’s easy. Here’s how to overcom retirement fears.
- Sep 18, 2023
- 4 min
Rethinking Retirement: Your Bucket List Awaits
Discover a new perspective on retirement. It's not about slowing down, but embracing endless possibilities and living life with purpose.
- Aug 21, 2023
- 5 min
Is Semi-Retirement the Perfect Compromise?
Learn how semi-retirement allows you to maintain some level of professional engagement while embracing flexibility.
- Jul 3, 2023
- 4 min
Understanding IRMAA: Financial Considerations for High-Earning Medicare Members
Find out how to navigate the complexities of IRMAA and make the most of your Medicare benefits with professional tips and strategies.
- Jun 5, 2023
- 6 min
Retirement Income: Thinking Beyond Retirement Savings and Investing
Generating reliable income key to financial security and a fulfilling retirement.
- Apr 27, 2023
- 6 min
How to Maximize Your Social Security Benefits
Brendan discusses the crucial topic of when to take Social Security, focusing on what influences the decision based on your birth year.
- Jan 14, 2023
- 9 min
What You Need to Know about the NEW Secure Act 2.0
Secure Act 2.0 was passed on December 29th, 2022, and it contains many changes to retirement account rules.
- Jan 2, 2023
- 5 min
How to Know if It's Time to Downsize Your Home
Downsizing your home prior to retirement can free up cash while letting you keep your independence as you age.
- Nov 7, 2022
- 5 min
Reimagining Retirement in the 21st Century
A textbook retirement in your early 60s where you live a life of leisure while drawing a company pension is not realistic in today’s world.
- Jun 21, 2022
- 4 min
Flying Solo in Retirement: 6 Financial Strategies for Women
More women than ever are living independently. Here’s what every woman should know when flying solo into retirement.
- Apr 1, 2022
- 6 min
Roth IRA vs Traditional IRA 2022 Explained
Brendan discusses the differences between Roth and traditional IRAs and what investors should know about each type of account.
- Mar 7, 2022
- 5 min
Debunking 7 Common Retirement Myths
These common retirement myths can lead to confusion and costly mistakes. Get the truth about them here.
- May 24, 2021
- 5 min
Your Credit Score and Retirement: What You Need to Know
Ensuring your credit is strong before retirement is wise. Here’s how you can build and maintain a good credit score.
- Apr 14, 2021
- 5 min
5 Tips to Successfully Transition to Retirement
When planning for retirement, it’s just as important to focus on your health and happiness as it is on your finances.
- Mar 8, 2021
- 5 min
How to Review Your Online Social Security Statement
It’s important to review your Social Security statement for both accuracy and planning purposes, and doing so online is fast and easy.
- Dec 14, 2020
- 5 min
Put Your Retirement Savings on Autopilot
Automating your retirement savings can be the difference between getting it done and just wishing you had.
- Nov 10, 2020
- 5 min
8 Ways to Boost Your Retirement Savings
The best way to avoid the common regret of not having enough money saved for retirement is by planning and boosting your savings today.
- Jun 23, 2020
- 4 min
Why and When Should I Review My Retirement Contributions?
Regularly reviewing your contributions and making any changes for your current circumstances is the best way to reach your retirement goals.
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