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Category: Retirement Planning

Top 3 Challenges of a Fixed Income for Retirees
Top 3 Challenges of a Fixed Income for Retirees
Sheena Hanson, 17 Jan 2022
In retirement, your only real challenge should be choosing between what umbrella drink you want or what trip to take next. (Pina colada and Bermuda being the obvious answers.) But in between all the relaxing […]
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3 Financial Mistakes to Avoid as You Approach Retirement
3 Financial Mistakes to Avoid as You Approach Retirement
Sheena Hanson, 5 Jan 2022
If you have retirement in your sights, you can feel good about all the work you put into building your retirement nest egg—not an insignificant accomplishment by any measure. However, as you gaze into your […]
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401K, SEP, Simple, or Other? Which Retirement Account Should You Offer Your Employees?
401K, SEP, Simple, or Other? Which Retirement Account Should You Offer Your Employees?
Sheena Hanson, 23 Dec 2021
With the recent extinction of pension plans, workplace retirement plan options have become a cornerstone of most employee benefits packages. Not only do these plans help employees save and invest for their future, but often […]
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The Good, the Bad and the Essential Facts About Social Security
The Good, the Bad and the Essential Facts About Social Security
Sheena Hanson, 14 Dec 2021
If it feels like tax rules and retirement plan limitations are constantly changing, that’s because they are. And, once a year, Social Security benefits are also reviewed and up for potential adjustments. So, while the […]
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4 Tax Moves to Bust Out at the End of the Year
4 Tax Moves to Bust Out at the End of the Year
Sheena Hanson, 15 Nov 2021
The end of the year can be really taxing, and we don’t just mean all the craziness of the holidays. We mean the Uncle Sam kind of taxing.    The financial world is constantly changing, […]
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5 Years to Retirement? Here’s How to Master Your Retirement Income Plan
5 Years to Retirement? Here’s How to Master Your Retirement Income Plan
Sheena Hanson, 27 Oct 2021
Your working life is almost over, but the work isn’t done yet. With just five years until you retire, it can be tempting to just coast the rest of the way and sit back and […]
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Sheena’s Lifestyle Blog: Halloween!
Sheena’s Lifestyle Blog: Halloween!
Sheena Hanson, 4 Oct 2021
I love Halloween. I don’t even know why exactly or when it started, but there’s something about this time of year. It’s fun, mysterious, and especially beautiful in Wisconsin. To clarify, I’m not talking about […]
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The Real Cost of Owning a Second Home in Retirement
The Real Cost of Owning a Second Home in Retirement
Sheena Hanson, 21 Sep 2021
Retirement is full of wonderful possibilities. When you don’t have to show up at the office, you can spend your days just about anywhere you please. Maybe you’ve always pictured yourself at the beach or […]
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The Biggest Financial Risk for Retirees and How to Guard Against It
The Biggest Financial Risk for Retirees and How to Guard Against It
Sheena Hanson, 10 Aug 2021
You followed all of the rules: Start saving early. Don’t touch it; just let compound interest do its thing. Diversify your portfolio. Now you are primed for the retirement you’ve always dreamed of. Lake-side fishing […]
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Investing for Income: A Retirement Planning Necessity
Investing for Income: A Retirement Planning Necessity
Sheena Hanson, 26 Jul 2021
When you stop earning a paycheck and start relying on your retirement savings and investment accounts to cover your living expenses, you can’t afford to wing it or hope for the best. This is where […]
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