Conscientious Wealth Planning and Investment Management, LLC

11/01/2023

Looking for the perfect place to retire? Explore this list of the 12 best U.S. cities for retirement in 2023 and find your new home sweet home.

Besides affordability, retirees who want to move will focus on a host of other factors in choosing their new home.

10/31/2023

Happy Halloween! What do you enjoy most about Spooky Season?

10/27/2023

Let’s consider a couple of scenarios where it might make more sense to opt into your Social Security benefits sooner rather than later.

Let’s consider a couple of scenarios where it might make more sense to opt into your Social Security benefits sooner rather than later.

10/25/2023

Actually retiring may be the hardest part about retirement. If you’ve got cold feet, here are some ideas to make retirement the next step in a journey, not a final destination.

Actually retiring may be the hardest part about retirement. If you’ve got cold feet, here are some ideas to make retirement the next step in a journey, not a final destination.

10/23/2023

The answer for you depends on your interest rates and where you would pull the money from to do it. Here are some scenarios to help work it out.

The answer for you depends on your interest rates and where you would pull the money from to do it. Here are some scenarios to help work it out.

10/20/2023

Consider ‘timely investing’ vs. ‘time in the market’: Your lifestyle and retirement priorities dictate how you judiciously invest, rather than investment returns dictating your lifestyle.

Consider ‘timely investing’ vs. ‘time in the market’: Your lifestyle and retirement priorities dictate how you judiciously invest, rather than investment returns dictating your lifestyle.

10/16/2023

Getting to retirement is only half the goal. That’s why having a cash cushion, minimizing taxes and more are so important to having a successful retirement. Contact us now!

Getting to retirement is only half the goal. That’s why having a cash cushion, minimizing taxes and more are so important to having a successful retirement.

10/13/2023

Helping your kids fund a Roth IRA can both get them started early on saving for retirement and show them the importance of saving early and often.

Helping your kids fund a Roth IRA can both get them started early on saving for retirement and show them the importance of saving early and often.

10/11/2023

We’re living longer, which means we’ll spend more years in retirement than we do now. Maintaining our standard of living will require some financial planning adjustments.

We’re living longer, which means we’ll spend more years in retirement than we do now. Maintaining our standard of living will require some financial planning adjustments.

10/09/2023

Looking back at what you’ve accomplished and even doing a little daydreaming can help you figure out who you want to be in your golden years.

Looking back at what you’ve accomplished and even doing a little daydreaming can help you figure out who you want to be in your golden years.

10/06/2023

Learn what current retirement trends will mean for those retiring tomorrow.

Learn what current retirement trends will mean for those retiring tomorrow.

10/04/2023

Here's some guidance aimed at trying to ease the concerns of soon-to-be retirees. Call our office today!

Three financial advisers who specialize in retirement income planning offer some guidance aimed at trying to ease the concerns of soon-to-be retirees.