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Retirement

The 2025 Sunset
Some upcoming changes less than 18 months away
AI And Your Retirement
Don't overlook the beneficial impact AI might have on your financial future
Changing Retirement Rules
Will this latest legislation help secure YOUR retirement?
Will you really spend less in retirement?
So many people think that they will cut spending in half as soon as they retire, but is that really true? Today, we’ll take a look at spending trends…
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Russ Thornton
Per stirpes vs per capita retirement beneficiaries
Setting up a retirement account beneficiary is an essential part of financial planning. It may be hard to think about a future where you are not in it…
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Russ Thornton
Retirement planning for Coke employees
Retirement planning for Coke employees can be an overwhelming task, especially if you’re unsure about what retirement benefits are available to you…
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Russ Thornton
3 biggest retirement threats for women
Retirement presents a major conundrum for American women. This includes 3 retirement threats for women. At a time when women are living longer, they…
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Russ Thornton
Your silent partner in retirement
Happy Wednesday! Did you know that you likely have a silent partner in your retirement planning? Yep, that's right... Whether you're single, married…
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Russ Thornton
An unhappy retirement
Good morning! Tennis star Serena Williams recently announced her retirement from tennis. In this Marketwatch article (which references her Vogue cover…
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Russ Thornton
Retirement guardrails
Hope you're having a wonderful Wednesday! Neale Donald Walsch is an American author credited with the quote, "Life begins at the end of your comfort…
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Russ Thornton
Collaborative Retirement Management: A Better Approach to Retirement Planning - Episode 12
Over my 25+ years as a financial advisor, I've given a lot of thought to what I do and how I deliver advice to clients. Within the last year or so, I've…
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Russ Thornton
13:14
What if retirement isn’t right for you?
For a lot of the women I work with, retirement isn’t a comfortable concept. They’ve worked hard throughout their life and career, and settling into a…
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Russ Thornton
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