Golden Years

Retirement & The Golden Years Edition

Read our Q1 2021 newsletter where we focus on retirement and “the golden years.” Specifically, our CEO Rick Manske opens with some Medicare and longevity guidance. We have three articles on Social Security, from how it fits into your retirement plan to how and when to apply. Our director of tax services gives guidance on downsizing. Our chief investment officer discusses retirement income. Our financial planning manager outlines question to ask to determine if you might need a care manager. And lastly, we celebrate internal news from new hires to recent promotions and awards.

The Tried-and-True Way to Build Wealth

In today’s ultra-connected world it’s even more tempting to compare ourselves to our family, friends, and neighbors. Are we falling behind in our career? Is our family life sub-par? Should we be making more money? Although we all know that people post their best images and experiences on social media, it’s easy to forget that we are tuning in to a lop-sided view of reality. Ironically, this warped perspective can encourage ideas and behaviors that move us further away from what we’re trying to find: a happy and rewarding life.