Retirement is one of those things that feels like it's a long way off, right up until it's not. Nonetheless, being proactive and having a plan can make all the difference when it comes to living out the retirement you’ve always imagined. Start gathering a pre-retirement checklist to help you create goals, determine a realistic timeline, and keep your finances front of mind.
A fiduciary is a person that acts on behalf of another person while putting that person’s needs ahead of their own. Burt Hutchinson, CPA, CFP®, Founder and Wealth Advisor, and his team are fiduciaries by nature. It’s who we are. Our own ethical standards drive us to produce the best results for each and every client.
You’ve worked hard to save and make smart investment choices. Your goal is a smooth transition into retirement with peace of mind about your financial future. But those years of preparation can still leave you questioning exactly how to pull it off. Let’s dig into the ins and outs of social security as a retirement benefit and why deferring may be in your best interest.
Rehoboth Beach, Bethany Beach, Lewes, Wilmington, New Castle — these locations all pique the interest of retirees, but for different reasons. Some enjoy the hustle and bustle of the city, and proximity to entertainment, airports, or healthcare. Others are after a bit more solitude, outdoor adventures, or beach views in their retirement life.
