Where retirement and perspective intersect

Month: August 2016

How Congress Ruined Social Security

By Arcadia Financial / August 16, 2016 /

You don’t know what you’ve got till it’s gone … In less than three months, we’ll have a new president. But November 2016 will also mark the one-year anniversary of the Bipartisan Budget Act of 2016. This little piece of legislation will forever be infamous for gutting precious Social Security strategies for married retirees. Amazingly,…

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The 5 Essential Elements of a Retirement Plan

By Arcadia Financial / August 11, 2016 /

 “You’re making me nervous!” Worse things have definitely been said in our office, but would it surprise you to know this is exactly the response we’re looking for when meeting with a prospective client? Financial planning is an extremely emotional process. Aligning your resources to achieve a desired outcome requires you to identify your wants,…

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