Retirement, Retirees

Do you envision a California retirement? Whether you’re already a resident or plan to move to the area, there are a few things to consider now to enjoy a comfortable retirement. While a popular retirement destination, a primary concern forREAD MORE

Key Takeaways: Physicians face unique financial challenges, from high incomes to significant medical school debt and lifestyle creep. For physicians in California, additional factors can make finances complex, such as the state’s high cost of living and taxes, making financialREAD MORE

Retirement can bring a new phase of life that can be freeing and rewarding. It can also bring its share of uncertainties and unknowns. One of the biggest fears for retirees is whether they will outlive their money. While manyREAD MORE

To be financially comfortable in retirement, the general rule of the thumb is that you’ll need approximately 80% of your annual pre-retirement income. Spending in retirement is a mixed bag. You can get by on less because some monthly expensesREAD MORE

Recent studies of retirees have led to the following conclusion: “Retirees say health is the #1 ingredient for a happy retirement.” Financial security, family and purpose were all important, but health was tops. And this makes perfect sense, as goodREAD MORE