Retirement Planning

How Are You Warming-Up for Retirement? Lionsgate Advisors

How Are You Warming-Up for Retirement?

October 8, 2021
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Almost everything we do has some type of a process or warm-up routine. From playing golf to driving a car, every activity has certain steps that should be taken before you begin. Take for example a pilot performing their pre-flight routine and inspections. They walk around the entire plane looking for any visual problems on […]

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Major Changes That Could Happen During Your Retirement Lionsgate Advisors

Major Changes That Could Happen During Your Retirement

October 4, 2021
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Do you ever feel like you live in a completely different world than you did 20 years ago? It’s worth thinking about how different it will be in another 20 years. Beyond cultural and personal changes, we could see major economic changes that could affect us in retirement. It’s always worth knowing what’s going on […]

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3 Tips for Staying Put in Retirement Lionsgate Advisors

3 Tips for Staying Put in Retirement

October 1, 2021
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It’s easy to fall into the trap of following a script when it comes to retirement, especially if you’re unsure of how to create your own plan. This “script” can dictate a retirement age, lifestyle, and even important financial decisions. For example, many people assume that they should downsize in retirement or even move to […]

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Should You Pay Taxes Now or Later? Lionsgate Advisors

Should You Pay Taxes Now or Later?

September 27, 2021
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No one can fully escape taxes, but you do have some say in when you pay them. Different types of retirement income are taxed at different times. Orchestrating these sources in retirement can take some work, as the rules for each differ. Under the umbrella of tax-advantaged income sources, there are those that require taxes […]

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How Would You Handle a Retirement Curveball? Lionsgate Advisors

How Would You Handle a Retirement Curveball?

September 13, 2021
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Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement if you’re not prepared. Have a plan for handling retirement curveballs if they come your way. An Earlier-Than-Expected Retirement It […]

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