The timing of your retirement can be just as important as how much you’ve saved. One key factor many retirees overlook is sequence of returns risk—the risk of facing poor market performance in the early years of retirement. Even if average returns look the same over time, the order in which they occur can drastically impact how long your savings last. Here’s what you need to know and how to protect your income.
Retirement is about more than leaving work behind—it’s about creating the freedom to live life your way. Whether your dream includes travel, family time, or simply peace of mind, preparation is key. From defining your vision to managing taxes and healthcare, here’s a step-by-step guide to building a retirement plan you can feel confident about.
Retirement isn’t just the end of a career—it’s the start of a new chapter filled with opportunities to give back and find deeper meaning. More and more retirees are turning to volunteering, using their skills, passions, and life experience to make a difference. Whether it’s mentoring, supporting local nonprofits, or serving on a larger scale, volunteering can provide structure, connection, and purpose during this stage of life. Here’s how to get started and why it may be one of the most fulfilling choices you make in retirement.
Social Security is a cornerstone of retirement income, but when and how you claim can significantly impact your long-term financial picture. Before filing, it’s important to ask three key questions: When should I start benefits? Should I keep working? And how can I maximize my payout? The answers could help you avoid costly mistakes and ensure you get the most from the benefits you’ve earned.
Inflation and healthcare costs are rising fast—even here in Tulsa. In this article, CFP® Cory Jobe explains how these trends could impact your retirement and how smart, planning-first strategies can help protect your future.
63% of Americans fear outliving their savings more than death. In this article, Tulsa-based CFP® Cory Jobe explains why that fear is so common — and how to create a personalized plan that helps your money last. From inflation to healthcare costs, here’s how to retire with confidence.