Spending In Your Retirement Years: Transitioning From a Saving Mindset

Senior couple carrying shopping bags and enjoying shopping

Retirement is a time to enjoy spending your hard-earned savings, embracing new experiences, and living life to the fullest. Watch the following video as Jay Duffy, co-founder of Framewealth Partners, takes us through how to approach spending in your retirement years. Highlights 💰 Transition from saving to spending is crucial in retirement. 📈 Your savings…

Read More

Smart Strategies for Business Owners: How to Minimize Social Security Taxes

Mature man on motor scooter using phone in marina.

As a small business owner, planning for retirement requires more than just saving diligently—it also involves preparing for the tax implications on your Social Security benefits. In many states, Social Security income is subject to both federal and state taxes, which can reduce the amount you actually receive during retirement. This is especially important for…

Read More

8 Essential Resources for Building Wealth and Financial Security

beautiful house with pool

Building wealth and financial security is the main goal for anyone looking to secure their financial independence. This is often easier said than done, and it can be difficult to find out exactly what to do and where to start. We have collected insight from experts across different expertise and backgrounds to help you find…

Read More

Why Hiring Your Kids This Summer Is a No-Brainer (Video)

Young teens using computers

Hiring your kids for summer or holiday jobs isn’t just a parental power move. It’s a savvy business strategy that screams “tax savings!” On-the-Job Experience First off, when you hire your kids, you’re not just giving them chores, you’re offering real, resume-building jobs. Imagine your child saving for college or learning money management while filing…

Read More

10 Questions to Ask When Relocating in Retirement

Happy senior couple enjoying their time at home and examining housing plans while relocating into a new house. Elderly couple moving into a new house. Investing in the new property, mortgage.

Did you know that 40% of workers today plan to move to a different city or region after they retire? This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like. However, the decision to relocate during retirement shouldn’t be…

Read More

5 Strategies to Boost Your Retirement Savings

You’ve built your own business and ready to pass the keys to others, or you’re winding down your employed career. Whether your retirement date is fast approaching or you still have a few years to go, it’s important to take steps to boost your nest egg so you’re better prepared to meet your goals. Consider…

Read More

7 Crucial Things to Do Before Retirement

an older man and woman planning for retirement

Retirement frees you from tight work schedules and gives you time to follow your passions. However, transitioning from work to retirement can be stressful, particularly if you didn’t prepare for it adequately enough. While retirement goals and objectives differ from one person to another, it’s everyone’s dream to enjoy peace during this time. What you…

Read More

8 Smart Financial Decisions for Seniors

Smart financial decisions can set you up for a secure senior life, especially if you’ve only been concentrating on your business finances. Here are some tips to help you make the most of your financial future. Image by Huy Phan on Pexels Start saving early The earlier you start saving for retirement, the more time…

Read More

Should You Buy a Franchise After Retirement?

a retired woman enjoying managing her franchise business

For many of us, we’ve spent years looking forward to retirement, only to find it takes just a few weeks to finish all the projects we have at home and watching daytime TV is not cutting it.  So, what’s the next step after retirement? It could be a franchise. Franchising can be a viable option…

Read More

6 Amazing Ways To Say “Congratulations on Your Retirement!”

Reaching retirement is perhaps one of the most exciting celebrations in one’s life. For the individual retiring, it’s the culmination of years of hard work and one last big milestone. And there are so many ways to say congratulations. For the colleagues and co-workers of the individual, it’s a fond farewell, rife with gratitude for…

Read More