November 2024: Retirement Readiness

Erik Holt

November 04, 2024

This month’s Retirement Readiness newsletter features helpful information about ways to deal with a burdensome inheritance, strategies for women approaching retirement, how AI tools are impacting retiree entrepreneurship, and understanding how the 4% Rule applies to retirement. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.