What NOT to Do in the First 10 Years of Retirement

What NOT to Do in the First 10 Years of Retirement

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...
How Do I Get Income From My Portfolio?

How Do I Get Income From My Portfolio?

By Jason Epps, CFP®, CRPC®  When you’ve built up a portfolio of investments, the next question that often comes to mind is how to generate income from it. After all, the purpose of investing is not just to accumulate wealth, but also to enjoy the benefits of your...