One person determining if they should take early retirement while answering question about cost of living allowance.

October 17, 2022

With the headline-grabbing cost-of-living adjustment (COLA) set to affect Social Security benefits in 2023, many people are asking if they should take early retirement and file now to “lock in the COLA”.  Presented by Kris Maksimovich, Read More...
Incentive Stock Options as Part of Employer Sponsored Benefit Plans

September 19, 2022

Here's what you need to know about incentive stock options.  Presented by Michael G. Wendlandt: What Are ISOs? Incentive stock options, or ISOs, are Read More...
Federal and State Retirement Systems With elderly figures standing in line labeled with decades from age 60-100.

July 25, 2022

Being aware of retirement options and social security benefits can help you assess how financially secure you will be during your golden years. Read More...
Creating a retirement income stream in retirement.

March 21, 2022

By Kris Maksimovich, AIF®, CRPC®, CRC®: During your working years, your largest income stream is generally from employment. When you retire, Read More...
Repositioning assets to pay for long-term care shows man drawing arrows out from a box on a laptop

September 20, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: Today, people are living longer than ever but not always in the best of health. In fact, most Read More...
The Transition into Retirement with elderly man and woman leisurely walking along river.

July 12, 2021

Presented by Michael G. Wendlandt: As people retire healthier and better educated than ever before, the traditional picture of retirement is changing. Read More...