Wealth Management Strategies for Financial Success
Discover 7 wealth management strategies, including tax planning, diversified investments, and estate planning. Start securing your financial future with Retire SMART.
Repair – or Better Yet, Prevent – Cracks in Your Retirement Plan
By David Brooks, Founder & President of Retire SMART Cracks. In the walls. In the ceiling. In the driveway or sidewalk. No matter how perfectly we plan and build, cracks […]
Qualified vs. Nonqualified Annuities: How Do They Differ?
When planning for a secure and fulfilling retirement, understanding the financial tools at your disposal is crucial. Among these tools, annuities are a popular choice for individuals looking to establish […]
The Current State of Social Security Benefits
Social Security benefits have been a foundational component of financial security for many Americans. As of 2025, the program demonstrates resilience and adaptability in handling economic challenges like inflation and […]
This Isn’t Your Granny and Pop-Pop’s Retirement
Discover how today’s retirees are redefining aging through adventure and thrill-seeking—from skydiving to scuba diving—fueled by smart financial planning with Retire SMART LLC.
Laid Off While Nearing Retirement?
Here Are Some Ideas on What to Do! Experiencing a layoff is challenging at any stage of life but can be particularly daunting as you approach retirement. The financial and […]
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 […]