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How Rising Mortgage Rates Impact Your Retirement and Housing Plans

June 23, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

With mortgage rates hovering above 7%, many nearing retirement are re-evaluating their housing strategies. What was once a straightforward decision—downsizing, refinancing, or relocating—now requires a more nuanced approach.
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Tax-Efficient Retirement Strategies for High Earners

May 19, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

We explore retirement planning strategies specifically designed to help high-income individuals reduce their tax burden and retain more of their hard-earned wealth.
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Find a Fiduciary Financial Advisor Near You: Key Traits to Look For

May 12, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

With so many financial professionals using similar titles, how can you confidently choose the right fiduciary advisor for your needs?
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The Significance of Strategic Retirement Planning

November 18, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

By taking a proactive approach to retirement planning, you're not only securing your financial well-being but also paving the way for peace of mind and freedom in your later years.
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The Significance of Financial Planning for Retirement: Securing Your Future

August 23, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Retirement planning is a crucial aspect of financial management that often gets overlooked in the hustle and bustle of daily life. However, in today's rapidly changing economic landscape, securing your financial future has never been more important.
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Plan Your Future: The Ultimate Guide to Pension Retirement Planning

May 24, 2024 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Planning for retirement is a crucial step towards securing a financially stable future. However, navigating the complexities of pension retirement planning can often be overwhelming. That's why we have created the ultimate guide to help you confidently plan your future.
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