Confused about your Mayo Pension payment options? Life only, term certain, joint and survivor annuities...it can feel overwhelming! Check out my new blog post for a breakdown of each choice and what it might mean for your future.

So, what is retirement planning? Here is how we approach the subject.

Planning for the future is important and these employer-sponsored plans can make a big difference. While both offer tax benefits, they have some key differences.

Choosing your pension payout option can significantly affect your financial security throughout retirement. This post about the Mayo Clinic Pension explores the key factors to consider when deciding between the lump sum payment or the monthly income stream.

This comprehensive guide unravels the most common designations you may encounter, empowering you to decipher their meaning and select the right advisor for your financial journey.

It is time to focus on the final sprint - the weeks and days before your retirement day.

As the final stretch towards retirement unfolds, the anticipation grows, and the need for meticulous planning becomes even more apparent.

As the golden moment of retirement approaches, it is essential to recognize that the time to plan is now. Here are 5 steps to take when the big date is 12 to 18 months away.

Here are six invaluable tips to ensure your travels are as stress-free as possible

We Answered the following questions:

1. What is the normal fee for a financial advisor?
2. Is it worth paying for a financial advisor?
3. Can you get free advice from a financial advisor?
4. What is the difference between a financial planner and a financial advisor?
5. Do banks have free financial advisors?

Mayo Pension changes were the talk of the town in 2022 – here we try to help make sense of how interest rate changes impacted some lump sum options and the choices you may have with your pension

We asked OpenAI’s artificial intelligence online chatbot, Chat GPT (Chat Generative Pre-trained Transformer) “who needs a financial advisor” - here is what it had to say:

Secure 2.0 Act of 2022 - How the changes affect you, your investments, and your retirement

Our answers to Nerdwallet - 10 Questions to Ask a Financial Advisor