Retirement Planning

How We Helped a Couple Confidently Sell Their Business and Retire Comfortably

Case Study: How We Helped a Couple Confidently Sell Their Business and Retire Comfortably

By Scott D Abrahamson, CFP® and Chris Pawlowski, CFP®, CRPC®, APMA® When a married couple came to SpringSource Wealth Advisors in 2019, they were looking for help with retirement planning. As with all clients that come to us for guidance, we listened carefully to their goals and challenges and helped them create an inventory of …

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The Biggest Mistakes We See Pre-Retirees Make

The Biggest Mistakes We See Pre-Retirees Make

By Scott D Abrahamson, CFP® and Chris Pawlowski, CFP®, CRPC®, APMA® Life gets busy, and it can be easy to put off the things that seem far away, such as retirement. As a pre-retiree, now is the time to make sure you have a solid retirement plan in place to avoid making mistakes that may …

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Do You Have Questions About Your Social Security Benefits?

Do You Have Questions About Your Social Security Benefits?

By Scott D Abrahamson, CFP® and Chris Pawlowski, CFP®, CRPC®, APMA® For most Americans, Social Security is a vital part of retirement. Created during the Great Depression to help retirees create stability, around 181 million people are currently working and contributing to this system. (1) Providing benefits to over 70.6 million people, for many retirees, …

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Your Guide to Medicare

Your Guide to Medicare: What You Really Need to Know

Navigating the complexities of Medicare can be a daunting task. But Medicare isn’t just about medical care; it’s a significant aspect of your financial planning. And it’s important to understand how Medicare coverage works. From understanding the different parts of Medicare to optimizing your coverage while managing costs, this comprehensive guide covers everything you need …

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2023-7_Life After Retirement How Will You Fill The 40 Hour Gap

Ready to Retire? Find Out How Much to Safely Spend for a Comfortable Life

Retirement is like receiving the grand prize after a challenging and relentless race—a life stage filled with freedom and fulfillment. But determining the right moment to cross that finish line can be ambiguous for most people. And once you reach this milestone, another question arises: How much can you afford to enjoy the life you’ve …

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