Category: Retirement

Retirement Housing Decisions You Want To Avoid

John Ross & Lisa Shoalmire Retirement , , , , , ,
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Growing older is full of challenges but the alternative is no good.       Lisa and I both had several folks recently that were making some life changes, and some involved their living situations.   They were either: by necessity having to make some dramatic living changes or looking down the road towards their retirement and making changes… continue reading »

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Don’t Get Burned by a Rushed Trust: 3 Tips to Beat the Retirement Red Zone

John Ross & Lisa Shoalmire Retirement , , ,
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1.) Know the 5-Year Retirement Redzone   Planning your taxes, finances, and legalities carefully is crucial when nearing retirement.   Some small mistakes (made by yourself or by insurance companies) can cost you up to $10,000 in missed opportunity.   You should be planning your trusts no later than 5 years before your retirement to… continue reading »

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