Retirement no longer signals the end of professional life. Instead, it often marks the beginning of a new, more flexible chapter. For many retirees and those approaching retirement, the idea of an “encore career” has gained momentum. [...]
A high-yield savings account has long been a go-to tool for savers looking to earn a little extra interest on cash reserves while keeping funds accessible. But the role it plays can shift dramatically as you move [...]
When people think about retirement, they often imagine years of relaxation and freedom. But for many retirees and pre-retirees, that vision comes with an underlying concern: what happens if the market takes a downturn? Recessions are an [...]
If you’ve spent decades building up your retirement savings in tax-deferred accounts, you may have heard the term Required Minimum Distribution (RMD). But what exactly does it mean for you, and why is it so important to [...]
The Federal Reserve may seem distant or complicated, but its decisions ripple through everything from interest rates to inflation, and that may affect your retirement directly. Let’s explore why the Fed works, why its independence matters, and [...]
You’ve worked hard and saved diligently, and now you're in retirement or on the doorstep of it. You’ve run the numbers. You might even have a sizable nest egg. So why do you still feel uneasy? That [...]
Envision Your New Life Start with your ideal day by thinking beyond finances. What does fulfillment look like? What would a perfect weekday in retirement look like from morning to night? Where do you imagine living: the [...]
Understanding the Shift from Accumulation to Income As a financial advisor, one of the most common questions I hear, especially from clients entering retirement, is: “What should I actually do with these savings I’ve amassed for retirement?” [...]
Most retirees don’t fear market crashes or inflation nearly as much as they fear one very real possibility: running out of money. And yet, many financial plans focus on growing your nest egg, not preserving and distributing [...]
Birthdays in retirement aren’t just a reason to celebrate—they’re also checkpoints that can unlock new financial opportunities (or trigger important deadlines). From Social Security eligibility to Required Minimum Distributions (RMDs), several key ages mark turning points in [...]
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TradeWell Securities, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”), conducts business under the name TradeWell Tax & Financial, Inc. Indiana Tax Advisory Group, Inc. is a separate but affiliated entity of TradeWell Securities, LLC. Indiana Tax Advisory Group, Inc. provides tax preparation and related services and does not provide investment advisory services. All investment advisory services are offered exclusively through TradeWell Securities, LLC d/b/a TradeWell Tax & Financial, Inc.
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