Recently, I wrote about the top items to tackle before you step away from work. Now that you’ve retired, let’s discuss this Dayton post-retirement checklist so you can track your progress and adjust. Key Takeaways…
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Dayton, OH Pre-Retirement 10-Step Checklist: What to Do Before You Retire
For years, I’ve worked in the Dayton community helping families retire on their own terms. As a fee-only, fiduciary financial planner, my goal is to cut through the confusion and simplify the transition so you…
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Can You Contribute to an HSA After Retirement? Rules, Limits, and Exceptions
When I’m working with clients, I’m always looking for ways to reduce their lifetime taxes and build resources for healthcare costs. If they have an eligible high-deductible health plan, we’ll probably discuss the benefits of…
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When Should You Start Retirement Planning in Ohio? Timing, Tips, and Next Steps
In February I turned 40, and I’ve been thinking about how much my mindset has changed in the past 10 years. Many years ago, when I was working in education, my wife and I basically…
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How to Plan for Health Insurance in Retirement: Coverage Options Explained
Medicare sounds complicated, and without employer health insurance coverage, finding the right policy before age 65 feels daunting. So, inevitably, most of the families I work with want to know how to plan for health…
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Retiring in the Midwest Guide: Best Places, Costs, & Taxes to Consider
Have you called the Midwest home for years and are debating staying put or moving somewhere warmer in retirement? Or maybe you’re living in a high-cost area, wondering if there’s a place where your nest…
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How Should Retirees Gift Money to Children? The Best Strategies to Know
You’ve settled into retirement, and you’re feeling good about your monthly income. You’re bringing in even more than you thought you would and have some extra cash building up in the bank. If that sounds…
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