by Chris Benefit | Jan 13, 2026 | Retirement Planning & Best Practices
A retirement plan is not complete without looking at how to protect it. Insurance, healthcare, and risk management can influence long term financial stability, especially when unexpected events occur. Understanding the types of risks people encounter and the tools...
by Chris Benefit | Jan 5, 2026 | Retirement Planning & Best Practices
This step provides a general overview of how retirement accounts work, how investments are structured, and how people often think about long term savings. Understanding these building blocks helps you make informed decisions about how to support the lifestyle you want...
by Chris Benefit | Dec 29, 2025 | Retirement Planning & Best Practices
Retirement income usually comes from multiple places, not just savings or a single benefit program. Understanding these sources can help you see how each one contributes to your overall financial picture. Four Common Income Sources Most retirees receive income from a...
by Chris Benefit | Dec 22, 2025 | Retirement Planning & Best Practices
Before planning forward, it’s helpful to understand where you stand today. Many people have a general idea of their finances but haven’t assembled everything in one place. Creating a clear inventory provides a sense of control and becomes the foundation for future...
by Chris Benefit | Dec 15, 2025 | Retirement Planning & Best Practices
Retirement planning often begins with numbers, but clarity starts with your vision. Your goals influence your income needs, those needs shape your savings targets, and those targets inform how you invest. Beginning with your life, not the spreadsheets, helps make the...
