Category: Retirement Income

New Hampshire, affectionately known as the “Granite State,” has quietly pulled off a sun-soaked Florida-level tax miracle, minus the palm trees and humidity. While Floridians boast about their endless white sandy beaches, New Hampshire counters with its own shimmering white...
For many Americans approaching retirement, the 401(k) catch-up provision was one of the most practical and meaningful planning tools available. It was designed to help workers age 50 and older who, due to family obligations, housing costs, healthcare expenses, or...
The start of a new year is a natural time to reflect, reset, and recommit to goals that matter most, especially about your financial future. Many people resolve to save more or get serious about planning, but good intentions alone...
Veterans deserve the retirement they’ve been dreaming about. Our guide explores the resources available to maximize benefits and help ensure a smooth and well-supported transition into retirement....
Pension Maximization for Federal Employees and Military Personnel
Veterans deserve the retirement they’ve been dreaming about. Our guide explores the resources available to maximize benefits and help ensure a smooth and well-supported transition into retirement....
Retirement Benefits for Veterans: Maximizing Support for Those Who Served
The 4% rule has been used to set retirement withdrawal rates for the last three decades—but is it a smart guideline in today’s economy?...
The 4% Rule: Is It Still a Good Retirement Portfolio Withdrawal Rate?

You’ve probably had a daily routine for most of your life – from tying your tie and greeting your coworkers to loosening that tie when you get home. When thinking about retirement, not only does your daily routine change but...

Making the Switch to Paying Yourself Millstone Financial Group

During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But that is just half the battle. How you use your savings to cover your living costs is...

Does the 4% Rule Really Work? Millstone Financial Group

Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on your wealth and income that accounts for your needs in different stages of...

5 Key Components to the Retirement Bucket Strategy Millstone Financial

This 4th of July, you may be throwing a party, watching fireworks, barbequing something good, or all the above. But what remains important is that you can do all that with family and loved ones. Last year on the 4th,...

Retirement Requires a New Perspective on Wealth and Income Millstone Financial