by mkeretire | Jul 26, 2026 | retirement
One of the biggest financial changes in retirement isn’t your money—it’s your relationship with it. One of the most surprising things I’ve noticed over the years—whether I’m meeting with clients in Milwaukee, Brookfield, Oconomowoc, or...
by mkeretire | Jul 26, 2026 | retirement
The best time to claim Social Security isn’t determined by age alone. Many years ago, when we first began hosting retirement education workshops, the series was called Financial Foundations. At the time, we focused on many of the core principles of financial...
by mkeretire | Jul 26, 2026 | retirement
Saving for retirement and living from your savings are two very different challenges. If you’ve spent most of your life preparing for retirement, you’ve probably become familiar with a simple financial routine: Go to work. Earn a paycheck. Pay your bills....
by mkeretire | Jul 25, 2026 | retirement
Retirement isn’t simply about reaching a certain age or account balance. If retirement has been on your mind lately, chances are you’ve asked yourself another important question: “Should I retire now…or should I keep working?” At first...
by mkeretire | Jul 22, 2026 | retirement
(Market information current as of July 22, 2026) If there has been one theme shaping the markets this month, it has been resilience. At first glance, that may seem surprising. Investors have spent much of July digesting inflation reports, rising oil prices, renewed...
