by Joe Allaria CFP®, MBA | Aug 17, 2020 | Article, Portfolio Management, Retirement Planning
The 3 Biggest Surprises of Retirement Key Takeaways: Many retirees find they’re busier and more engaged at first, but a long-term plan matters because travel and hobbies can fade and leave a lifestyle void. Medicare at 65 often surprises people by being relatively...
by Joe Allaria CFP®, MBA | Jun 29, 2020 | Article, Portfolio Management, Retirement Planning
4 Sources of Income During Retirement Key Takeaways: Part-time work after you retire can meaningfully reduce how much you have to withdraw from your portfolio. Social Security can act like a retirement paycheck, but claiming at 62 permanently reduces your benefit, so...
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