Should I Stay or Should I Go – Relocating for Retirement
Stone Churby, M.S. Wealth Management Associate | Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Thursday, May 22, 2025
You’ve worked your whole life for this moment, retirement, it’s now the time for you to enjoy the fruits of your labor. This new phase of your life allows you to spend more time with loved ones, travelling, and developing passions outside of your business and career. As you prioritize your needs and wants in […]
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Why You Should Medi-Care About Social Security
Stone Churby, M.S., Wealth Management Associate | Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Thursday, August 24, 2023
For those in or approaching retirement, cash flow and healthcare planning remain a top priority, and understanding the resources available is essential to developing a successful financial plan. Social Security (SS) benefits help retirees supplement cash flows and in turn, the withdrawal rate on their portfolio. Social Security can also provide benefits for individuals that […]
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Planning for a Successful Job Transition
Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Kelli Burger, CFP®, Wealth Management Advisor, Partner | Wednesday, February 15, 2023
During times of slowing growth and economic uncertainty the thought of one’s own employment can come into question. Whether you have another job lined up, are transitioning to retirement or planning to take a break between careers, there are several emotional and financial items to carefully consider. For some it’s an opportunity and others an obstacle […]
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Our Roadmap to Retirement Planning
Ryan Richardson, CFP®, Wealth Management Associate Advisor | Chase Hayhurst, CFP® Wealth Management Associate Advisor | Thursday, December 16, 2021
For those approaching retirement, it can be an exciting time as they look forward to the next chapter in their life, whether it’s spending more time with family and/or focusing on the causes closest to them. We often see individuals ease into retirement by continuing on a part-time basis with their employer or through consulting work within their related field. This transition may bring a level of […]
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The Retirement Income Equation
Erik Nelson, CFP® Wealth Management Associate Advisor | Kelli Ruby, CFP®, Wealth Management Advisor | Thursday, December 13, 2018
As our client’s approach retirement, one of the most common questions that’s asked is “How will I replace my income?” While the question is common, the answer is a nuanced one that spurs a further dialogue surrounding many of the more important questions which ultimately dictate its answer…
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