retirement Archives - Impact - Wealth Management

The Financial Checklist for Your 50s: A Three Part Series

July 14, 2026July 7, 2026 by Richelle Hofer

This article is the first in a three-part series designed to help you prepare for retirement during one of the most important decades of your financial life.

In Part 1, we’ll focus on building the financial foundation—your retirement income, spending, savings, and investments.

In Part 2, we’ll tackle taxes, Social Security, estate planning, and long-term care.

In Part 3, we’ll cover insurance, family conversations, finding purpose in retirement, and choosing the right financial advisor.

Don’t Put All Your Eggs in One Basket

July 9, 2024 by Richelle Hofer

When it comes to managing investments, “don’t put all your eggs in one basket” is probably one of the oldest and arguably wisest principles you should apply. But it’s also perhaps the most misunderstood. “Don’t put all your eggs in one basket” usually refers to diversification. A portfolio that isn’t properly diversified can lead to … Read more

Preparing for a Happy Marriage in Retirement

January 19, 2024April 10, 2023 by Richelle Hofer

You’re financially prepared for retirement, but is your MARRIAGE prepared for retirement? As a financial advisor who specializes in retirement planning, over the last 15 years I’ve helped somewhere around 100 couples transition into retirement. The decision to retire is obviously one of the most important financial decisions that you will ever make. You will … Read more

Financially and Mentally Preparing for Retirement

January 19, 2024February 24, 2023 by pbrinks

For the last 15 years I’ve helped somewhere around 100 couples transition into retirement. The decision to retire is obviously one of the most important financial decisions that you will ever make. You will say goodbye to your income source and live almost entirely off of what you’ve saved. That’s a huge leap!! What I’ve … Read more