4 Things To Consider If You’re Thinking Of Retiring Early

Sept 22, 2020 | Lena Rizkallah, JD, CRPC® Many people dream of retiring early.  My neighbor has worked for the railroad since he was 23 years old, and at 53, he is now eligible to…

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Cheat On Your Diet, Not Your Retirement Plan

Sept 14, 2020 | Lena Rizkallah, JD, CRPC® It seems that everyone is on some type of diet these days.  Whether it’s no carb/high protein; high protein/high fat/low sugar; no sugar/no carb/no fat/no dairy/all bacon—it…

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What’s in a number?

Sept 8, 2020 | Lena Rizkallah, JD, CRPC® At what age does middle age begin?  Nowadays, many will argue that age ‘ain’t nothin’ but a number’ and ‘you’re only as old as you feel.’  Or…

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4 Medicare Mysteries Explained

July 16, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors Many people entering retirement are faced with mixed emotions: on the one hand, it is the end of one’s career and the beginning of…

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CRUSH These 4 Retirement Uncertainties

July 06, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors When I was a kid, the weeks leading up to the first day of a school year were the most exciting of the year. …

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Mick Jagger is having a great retirement; 3 ways that you can too

June 24, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors So guess what?  The Rolling Stones was scheduled to go on tour in 2020 but due to the coronavirus had to cancel all their…

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Show me the money!

It’s been a month since most states issued ‘stay at home’ orders to its citizens.  Since then businesses have shut down, schools have closed, people have stopped hugging each other, and my mother figured out…

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How to know when you're ready for retirement.

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Listing beneficiaries on retirement accounts can help heirs avoid large tax bills

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