Where retirement and perspective intersect

Month: August 2016

How Congress Ruined Social Security

By Arcadia Financial / August 16, 2016 / 0 Comments

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 / 0 Comments

 “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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