Nearly 1 in 5 Workers Nearing Retirement is Financially On Track
How Retire SMART LLC Can Help Get You Prepared Retirement signifies a pivotal chapter, envisioned as a period for relaxation and enjoyment. Yet, many Americans face challenges in achieving financial […]
How Tariffs and Taxes Could Impact Your Retirement in 2025 and Beyond
As we settle into year one of the new administration post-election, discussions surrounding economic policy—including tariffs and taxes—are returning to the forefront of the national conversation. President Donald Trump remains […]
Believe It or Not, the Tax Code is Your Friend
You may have received your W2 and other tax forms by now and are getting ready to prepare and file your 2024 tax return. This might be a good time […]
Plan Now for Retirement as a Surviving Spouse
Plan Now for Retirement as a Surviving Spouse By David Brooks, Founder & President of Retire SMART There is a growing number of single women – widowed, divorced, or never […]
Prepare for a Major Retirement Expense: Healthcare
Prepare for a Major Retirement Expense: Healthcare By David Brooks, Founder & President of Retire SMART Retirees need to know their options when it comes to healthcare expenses. The average […]
Portfolio Diversification Is Vital to a Successful Retirement Plan
Portfolio Diversification Is Vital to a Successful Retirement Plan By David Brooks, Founder & President of Retire SMART Investors in the stock market will experience ups and downs. A properly […]
It’s OK to Spend in Retirement; Just Make Sure You Plan for It
It’s OK to Spend in Retirement; Just Make Sure You Plan for It By David Brooks, Founder & President of Retire SMART Early in my career, I thought my job […]
Go Tell It on the Mountain: Planning Is the Key to a Great Retirement
By David Brooks, Founder & President of Retire SMART I like hiking, but my brother is a serious mountain climber. He has scaled Denali and other major mountains. The more […]
Don’t Get Blindsided By Taxes in Retirement
By David Brooks, Founder & President of Retire SMART When people think of expenses in retirement, they tend to think of housing and health care. Those certainly are two major […]