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What We Do
Financial Planning
Business Planning
Investment Planning
Life Transitions
Who We Serve
Path to Retirement
Retirees
Business Owners
Women & Wealth
Next Generation
Get to Know Us
Our Team
Our Community Impact
Careers
Resources
Articles & Resources
News and Press
Events
Webinars
Videos
Get Started
Client Access
Articles
Category: Retirement Planning
Understanding Social Security Benefits When Retiring Early
General
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Retirement Planning
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Social Security
July 23, 2025
Chad Slate
You’ve done it. You have worked hard and saved earnestly and have decided that working until 67 years old seems untenable or maybe just...
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Sequence Risk: The Dangers of a Disorderly Retirement
Financial Planning
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General
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Retirement Planning
September 2, 2021
Davis Byrd
Imagine two people washing their hands. Not a particularly difficult visual in today’s environment, is it? The first person applies soap,...
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Who’s Going to Pay Your Paycheck in Retirement?
General
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Retirement Planning
August 17, 2021
John Zachary
If you are still working today, then the answer is, at least in a large part, YOU! Pensions are becoming a historical pastime, so other...
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On the Path to Retirement, Do You Have a Plan?
Financial Planning
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General
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Retirement Planning
May 19, 2020
Pathfinder Wealth Consulting
Do you plan to travel in retirement or have a bucket list purchase you have always dreamed of? Perhaps you intend to spend more time with...
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Where to Live in Retirement – Part 2: Buying Versus Renting
General
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Retirement Planning
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Retirement Spending
September 16, 2019
John Zachary
For part II of this series, I wanted to address a common misconception that we have as Americans. In order to fulfill the “American...
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Where to Live in Retirement – Part I: Considerations
General
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Retirement Planning
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Retirement Spending
August 19, 2019
John Zachary
This is the first post in a two-part series on the considerations of where to live through your retirement years. During our working...
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Homeownership & Retirement Planning Part 1
General
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Housing
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Retirement Lifestyle
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Retirement Planning
September 27, 2018
Jason Wheeler
The American dream has often revolved around owning a home: a place to plant roots and build a future. While homeownership is a huge...
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The Reality of Working in Retirement
General
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Retirement Lifestyle
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Retirement Planning
August 16, 2017
Jason Wheeler
Before we get into the core topic for this article, which is “working in retirement”, I want to point out some statistics that explain...
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