Massie Financial Planning Blog
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The Most Important Five Years of Your Retirement — And How to Get Them Right
If you make smart moves at the beginning of your retirement, you can dramatically increase the odds of feeling secure, confident, and carefree about your post-working life.
Retirement Countdown: What to Focus On 15, 10, and 5 Years Before You Retire
Retirement isn’t a single date on the calendar — it’s a transition you prepare for over time. The choices you make in the years leading up to it will shape how smooth (and enjoyable) your retirement feels. Here’s a timeline of what to prioritize 15, 10, and 5 years out so you can step into retirement with clarity and confidence.
The Bottom Line: Start Medicare Planning 5 Years Out
Start Medicare planning 5 years before retirement. Learn about deadlines, IRMAA surcharges, and 2024–2025 Part D changes.
Designing Your Next Chapter: Lifestyle and Financial Freedom in the First Five Years
The first five years after leaving work aren’t just about money. They’re about intentionally designing your next chapter—so you don’t wait until age 70 to figure out what truly matters.
Retirement on Your Terms: How to Achieve Financial Freedom Faster for the Sandwich Generation
For members of the Sandwich Generation, financial freedom is more than a distant retirement goal—it's a necessity that requires balancing current commitments to family and career with future aspirations.
Understanding the Basics of Estate Planning: Essential Guide for Beginners
Estate planning is essential for individuals of all ages and income levels. It's not just about distributing assets; it's about protecting your family, minimizing taxes, and ensuring your wishes are carried out.
Key Retirement Considerations for Professionals of the Sandwich Generation
Retirement planning is a crucial aspect of financial security, especially for professionals in the sandwich generation.
Tom Featured in Moneygeek article: Life Insurance vs Roth IRA for Retirement
Tom highlights the tax advantages of Roth IRAs, the flexibility they offer for retirement planning, and how life insurance can provide financial protection for your family.
The Importance of Saving for Your Retirement as a Member of the Sandwich Generation
While it's natural to prioritize your family's needs, it's crucial not to neglect your retirement savings.