Ashley Agnew Discusses Retirement Timing with MarketWatch

Ashley Agnew Discusses Retirement Timing with MarketWatch

Ashley Discusses Retirement Timing with MarketWatch   August 24, 2022:  Amid the pandemic a rising share of U.S. adults over the age of 55 entered retirement. Environmental stressors paired with professional pressures increased burnout rates, and made many...
How to Semi-Retire Successfully

How to Semi-Retire Successfully

August 22, 2019. By Olga Okaty: Every day roughly 10,000 people retire in the United States, and this number is steadily increasing year after year. Average census projections predict that by 2030 this number will increase to around 12,000 people daily, as the boomer...
Repost: Handling your 401(k) Between Jobs

Repost: Handling your 401(k) Between Jobs

January 3, 2019. By Centerpoint Advisors: During this time of reflection and resolutions, perhaps one of your goals for the New Year includes new employment. According to Monster.com, January is among the best months for both job seeking and hiring.  If you find...
Ashley Agnew Discusses Retirement Timing with MarketWatch

Traditional 401(k) Plan vs. Roth 401(k) Plan

October 3, 2017. By Lori Patterson: When people hear these words, anxiety can set in quickly. Unless you are employed in an industry where you work directly with these types of plans and have developed an understanding of them, it’s likely that you too have...
How to Semi-Retire Successfully

Buying a Second Home: Key Considerations

January 11, 2016. By Jennifer Wolfsberg: Winter is upon us in the northeast, and it is all-the-more attractive to move to a warmer climate during retirement for mental and physical well-being.  One of the difficult considerations we see with clients when they make the...