by Tricia Lepofsky | Feb 1, 2024 | Blog
By Tricia Lepofsky, ChFC® If you find yourself dreaming about retirement, chances are high that taxes aren’t the first thing that comes to mind. But here’s a nugget of wisdom: Giving attention to your tax situation can make a big difference in your financial strategy....
by Tricia Lepofsky | Jan 2, 2024 | Blog
By Tricia Lepofsky, ChFC® Some of the most common financial mistakes people make are not necessarily due to the inability to manage finances. The real challenge often lies in the ability to control emotional responses to money matters. In theory, success as an...
by Tricia Lepofsky | Nov 1, 2023 | Blog
By Tricia Lepofsky, ChFC® Embarking on the journey of retirement is often viewed as a time of relaxation, adventure, and well-deserved freedom from the daily grind. However, the first 10 years of retirement can be a critical period that sets the tone for the rest of...
by Tricia Lepofsky | Sep 26, 2023 | Blog
By Tricia Lepofsky, ChFC® Discussing the possibility of losing a loved one is undoubtedly challenging, and facing widowhood can be an emotional rollercoaster. While it’s impossible to fully prepare for the loss of a life partner, taking proactive steps to organize...
by Tricia Lepofsky | Aug 1, 2023 | Blog
By Tricia Lepofsky, ChFC® Retirement is a time many of us look forward to—a chance to relax, pursue our passions, and enjoy the fruits of our labor. But the unfortunate truth is that there are many common mistakes retirees fall into that end up hindering their...
