The Stages of Retirement
By Mike Gertsema, Senior Wealth Advisor When we meet with most of our clients, we discuss retirement in different stages that we call the Go-Go Years, the Slow-Go Years, and the No-Go Years.
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Marketing Slogans
Posted on March 30, 2023
4 Hurdles in Retirement Beyond Your Investment Portfolio
Posted on March 29, 2023
Your Silicon Valley Bank Questions Answered
Posted on March 14, 2023
Thinking About Retiring Early? 8 Things to Consider First
Posted on March 2, 2023
Resources
Resources
Can I Afford to Retire Early?
Wondering if the time is right to clock out once and for all? While the idea can seem tempting, you don’t want to be hasty. After all, getting back in the game is a lot harder than just staying in … and you don’t want to wind up drastically curtailing your lifestyle to avo …
Videos
Videos
Next Level Retirement Planning
Posted on March 17, 2023
Level up your retirement plans! Watch out webinar: Next Level Retirement with Carson’s Senior Wealth Planner Tom Fridrich and Wealth Planner Michael Gruidel, now available on demand.
Fundamentals of Retirement
Posted on February 24, 2023
Tips from a Tax Preparer
Posted on February 10, 2023
2023 Market Outlook Webinar
Posted on January 27, 2023
2023 Market Outlook
Posted on January 18, 2023
In the News
In the News
COVID’s Financial Toll Isn’t What You Think
Posted on May 26, 2022
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
Emerging Financially Healthy After a Gray Divorce
Posted on March 25, 2022
3 Roth Conversion Traps To Avoid After The SECURE Act
Posted on January 28, 2020
10 Common Estate Planning Mistakes (and How to Avoid Them)
Posted on December 6, 2019
4 Ways To Improve Your Estate Plan
Posted on November 11, 2019
Market Commentary
Market Commentary
Market Commentary: Stocks Are Quite Resilient
In the midst of a banking crisis that has seen some of the largest U.S. banks collapse nearly overnight and 100-year-old European banks verging on failure, not to mention a volatile bond market and a plunge in crude oil — the Federal Reserve raised rates. While we’d expect stocks to tumble …
Market Commentary: The Latest on the Banking Crisis
Market Commentary: Was Silicon Valley Bank the First Domino to Fall?
Market Commentary: The Hangover Ends
Market Commentary: The February Hangover is Nearly Over