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After The Paycheck

An informational & educational website that explores a wide range of topics aimed at helping people to and through their retirement.

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Countdown To Retirement Tips (10, 5, and 1 Year From Retirement)

There are three milestones on your way to retirement that we'd like to address in this post, and...

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Three Types of Investment Accounts & How They May Affect Your Retirement Income

This week’s blog is a homage to a book that we’ve been giving to people who come in for a...

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Six Action Items To Help You Prepare For A Solid Retirement

You’ve made it to that magical time in your life – the home stretch to retirement. Whether you...

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5 Frequently Asked Questions About RMDs & IRAs, Answered

You’ve set aside money all of these years, hoping to have a fluffy nest for retirement. You’ve...

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How Retirement Strategies Should Change As You Age

Everyone should have a strategy for meeting their goals in retirement, but retirement can last for...

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Sequence Of Returns Risk: How WHEN You Retire Could Make or Break Your Retirement Portfolio

What is Sequence Risk?

Sequence risk is also called sequence-of-returns risk. It becomes...

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5 Must-Read Books on Retirement Planning

Whether you are just starting to think about retirement, or you are in retirement already, you...

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Think you are ready for retirement? Answer these 6 questions first...

If you are thinking about retirement, or are nearing retirement, its go time. We call this the...

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The Solution in Retirement: Dependable and Sustainable Income

The fathers of the 401(k) plan as we know them today never intended it to replace the traditional...

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 5 Steps to Creating a Budget for Retirement 

It’s mid-January. By now, you’ve either tackled your resolutions with zest, or you’ve happily...

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The Importance of Financial Organization In Retirement Planning

It always starts the same way. A New Year approaches and you have the best intentions for keeping...

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Advanced Planning for IRA's and RMD's

I got another email today from a radio listener who is turning 70 ½ and wanted to know more about...

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The 3 Major Reasons Retirement Plans Fail (And How to Avoid Them)

As you are approaching the finish line of your working career, it is important now more than ever...

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4 Reasons to Own an Annuity

Now that the Powerball winner has come forward to claim her prize of $758 million (before taxes),...

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Life Insurance Awareness Month

I was Driving down the Mass Pike this past weekend and saw a billboard that really caught my...

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Have a list of questions around your finances?

Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.