Retirement—A Journey That Involves Transition and Opportunity

Retirement—A Journey That Involves Transition and Opportunity

Retirement—A Journey That Involves Transition and OpportunityRic Komarek, CFP®
Published on: 06/05/2025

Navigating retirement isn't just about finances. Discover how to plan for a fulfilling life beyond your career, addressing purpose, connection, and daily routines. Learn from real-life examples and get inspired with actionable ideas for a vibrant next chapter

Retirement
62, 67, or 70—When Should You Apply for Social Security?

62, 67, or 70—When Should You Apply for Social Security?

62, 67, or 70—When Should You Apply for Social Security?Ric Komarek, CFP®
Published on: 03/04/2025

Making decisions about when to claim Social Security rests on a variety of factors. You may need your help sorting the options, so let's review some of the basics to begin exploring the choices.

RetirementSocial Security
Weekly Market Update for 3/28/2025

Weekly Market Update for 3/28/2025

Weekly Market Update for 3/28/2025Ric Komarek, CFP®
Published on: 28/03/2025

Market rollercoaster: Inflation worries, consumer jitters, and trade tensions. Let's break down the week's ups and downs, what it means for your wallet, and how to stay on track with your financial goals.

Market
5 Key Retirement Plan Changes for Business Owners in 2025

5 Key Retirement Plan Changes for Business Owners in 2025

5 Key Retirement Plan Changes for Business Owners in 2025Ric Komarek, CFP®
Published on: 21/03/2025

2025 retirement plan changes for business owners: higher limits, catch-up boosts, auto-enrollment, emergency savings, and state plans.

RetirementTax