by Marilyn Evans | Sep 14, 2026 | Retirement
By Marilyn Evans One of the most interesting patterns I see when working with financially successful clients is that even those who have saved diligently, built meaningful careers, and created strong financial footing still carry assumptions about retirement that...
by Marilyn Evans | Dec 9, 2025 | Retirement
By Marilyn Evans As a financial advisor, I talk with many professionals who worry they’re behind on retirement — and I always remind them it’s not too late to make meaningful progress. This Forbes article highlights three smart career moves that can help older workers...
by Marilyn Evans | Oct 15, 2025 | Retirement
By Marilyn Evans Retirement planning works best when both partners are dreaming in the same direction. I shared this article because it’s such an important reminder that money decisions are emotional long before they’re mathematical. You don’t need a formal strategy...
by Marilyn Evans | Aug 12, 2025 | Retirement
By Marilyn Evans This “240 paychecks” concept is one of my favorite ways to simplify retirement income planning. It breaks things down into something tangible: instead of thinking about decades of unknowns, you’re thinking about a monthly paycheck — the same rhythm...
by Marilyn Evans | Jul 10, 2025 | Retirement
By Marilyn Evans The SECURE 2.0 Act continues reshaping the retirement landscape in ways many people haven’t fully absorbed yet. One of the biggest advantages for 2025 is the enhanced catch-up limits for individuals ages 60 to 63 — now up to $11,250 for 401(k)s,...
by Marilyn Evans | May 8, 2025 | Retirement
By Marilyn Evans Sometimes retirement is something we choose… and sometimes it’s something life chooses for us. Whether it’s health challenges, caregiving needs, or sudden job shifts, early retirement can feel overwhelming. That’s why I found this article so...
