10 Steps of How to Have a Happy Retirement
Things to Do After Retirement To Have A Fulfilling Retirement When you envision your retirement and contemplate how to have a happy...
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CQ
- Sep 15
- 2 min
Retirement Risks for High Income-Earners
Retirement risks are a concern for individuals across various income levels, including middle- and high-income earners. Here, we cover...
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CQ
- Sep 1
- 2 min
Decoding 5 Types of Retirement Annuities
Amidst bipartisan legislation paving the way for retirement plan sponsors to embrace annuities as a default option, there's no better...
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CQ
- Aug 18
- 2 min
5 Ways to Beat the 'Bored in Retirement' Blues
You hear me all the time talking about retirement…. To me it’s not about hitting 65+ working cuz you want to not because you have to.....
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CQ
- Jun 23
- 3 min
Tax-Free Retirement Income Strategies: Benefits of the New IRA for Peace of Mind
The Changing Landscape of Retirement Planning In the past, Americans could rely on pensions and Social Security for a secure retirement....
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CQ
- May 18
- 2 min
Claiming Social Security Benefits While Working: Understanding the Earnings Limit
Claiming Social Security benefits while continuing to work requires careful consideration to maximize your retirement income. In this...
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CQ
- Mar 24
- 2 min
Tax-Free Retirement Planning Options
Understanding the Benefits of Tax-Free Retirement Planning Did you know you can utilize life insurance as a tax-free retirement option?...
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CQ
- Mar 2
- 2 min
3 Essential Retirement Expenses You Shouldn't Overlook
Planning for retirement involves considering various expenses, but some crucial costs often go unnoticed. While healthcare and living...
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CQ
- Dec 5, 2022
- 2 min
RMDs and Your Retirement: Understanding RMD Rules and Regulations
Required minimum distributions (RMDs) play a crucial role in retirement planning. These distributions are the minimum amount retirees...
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CQ
- Sep 30, 2022
- 2 min
Types of Annuities and Factors to Consider Before Annuitizing
Exploring the Different Types of Annuities and Important Considerations for Annuitization If you have an annuity or are considering...
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CQ
- Aug 12, 2022
- 2 min
Postponing Retirement: Why Some Choose to Delay and How to Avoid Retirement Regret
Most people look forward to retirement. However, a surprising number of people hesitate to start their golden years -– or even...
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CQ
- Jul 21, 2022
- 2 min
Protecting Retirement Savings from Life's Uncertainties: Strategies for Life-Proofing Retirement
Preparing for Life's Uncertainties in Retirement Planning There's no crystal ball that can predict life's unexpected twists and turns....
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CQ
- May 6, 2022
- 2 min
How Does Social Security Work? 5 Things You Should Know About Social Security Benefits
During your working years, your income determines how much you can expect to receive in Social Security benefits when you become...
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CQ
- Apr 25, 2022
- 3 min
Retirement Savings Strategies with 401(k) and IRA: Maximizing Benefits through Diversification
Some people focus on saving for retirement with an employer-sponsored 401(k), while others use an IRA — but did you know you can have...
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CQ
- Feb 18, 2022
- 2 min
6 Retirement Costs to Keep in Mind for Successful Retirement Planning
No matter how much you've thought about retirement, it can be easy to overlook some details that will make your post-employment years run...
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Chris Quintana
- Oct 15, 2021
- 3 min
How to Create a Retirement Distribution Plan?
After years of careful saving and investing, you're finally ready to retire. Congratulations on reaching this significant milestone! As...
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Chris Quintana
- Sep 17, 2021
- 2 min
Financial Implications of Returning to Work After Retirement
Retirement is a milestone achievement, and deciding when to leave the workforce can be a challenging decision. However, many individuals...
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Chris Quintana
- Aug 13, 2021
- 2 min
What Are RMDs and What to Know About RMDs and Retirement Planning
As you plan for retirement, understanding the intricacies of Required Minimum Distributions (RMDs) is essential. These regulations have...
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Chris Quintana
- May 14, 2021
- 2 min
Retirement Savings Options for High-Income Earners
Your annual earnings can significantly shape your retirement planning journey. Have you ever wondered how your income impacts your...
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Chris Quintana
- Mar 26, 2021
- 2 min
Retirement Milestones for Your 50s
You may have heard that it's a good idea to save about five to six times your salary by age 50 and seven times your salary by age 55,...
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