Retirement Advocates, Inc.

Retirement Advocates, Inc. Retirement Advocates, Inc. is an investment advisory firm that assists people nearing and in retirem

Simplifying your retirement planning can make a big difference—especially if you’re moving into that critical pre-retire...
06/10/2026

Simplifying your retirement planning can make a big difference—especially if you’re moving into that critical pre-retirement window. At Retirement Advocates, Inc., we often meet people with old 401(k)s, scattered IRAs, or accounts they haven’t reviewed in years.

Bringing everything together can help create clearer investment decisions, reduce stress, and support more confident income planning. Consolidation also makes it easier to take advantage of coordinated strategies like tax planning, Roth conversions, and the year-round guidance built into our WealthCare365 service model.

Our team here in Kenosha WI is ready to help you review what you have, understand your options, and organize your accounts into one cohesive plan.

Thinking about streamlining your retirement accounts this year? We’d be happy to talk.

With all the recent market ups and downs, it's understandable to feel uncertain about where to invest, especially in ret...
05/19/2026

With all the recent market ups and downs, it's understandable to feel uncertain about where to invest, especially in retirement. One approach that’s helped some retirees stay confident through volatility is the bucket investing strategy. Swipe through to learn more.

Have questions about this approach or your retirement strategy? Reach out. We’re here to help you build confidence in any market.

As retirement planning evolves, there is a growing interest in incorporating lifetime income options, like annuities, in...
05/13/2026

As retirement planning evolves, there is a growing interest in incorporating lifetime income options, like annuities, into 401(k) plans. These options give employees a way to turn their savings into a steady income stream for life. Swipe through for key insights for employers.

Curious about how to design a plan that supports income in retirement? We’re here to help you explore your options and tailor a strategy that fits your business and your team. Contact us today.

Retirement planning gets a lot easier when your accounts are organized. At Retirement Advocates, Inc., we often meet pre...
05/07/2026

Retirement planning gets a lot easier when your accounts are organized. At Retirement Advocates, Inc., we often meet pre-retirees and retirees in Kenosha WI who are juggling old 401(k)s, scattered IRAs, or investment accounts that haven’t been reviewed in years.

Bringing those accounts together can make your investment decisions clearer, reduce confusion, and help support long-term income planning. It also creates a strong foundation for the ongoing guidance we provide through our WealthCare365 service model, including tax planning, Roth conversions, and year-round support.

Our team is here to help you review what you have and build a more streamlined, cohesive plan.

Thinking about simplifying your accounts this year? Let’s start the conversation.

As retirement needs shift over time, the way your accounts work together can have a big impact on long-term tax planning...
05/05/2026

As retirement needs shift over time, the way your accounts work together can have a big impact on long-term tax planning. At Retirement Advocates, Inc., our team encourages retirees and pre-retirees to revisit how their Roth accounts, traditional IRAs, and brokerage assets support their income strategy.

A simple review can uncover opportunities to reduce taxes, strengthen income planning, and keep your retirement strategy aligned with your goals.

We're offering a complimentary account efficiency review for anyone looking to get more out of their retirement savings. Interested in seeing where you can be more efficient? We’d be glad to help.

Entering a new phase of life can be scary on its own, but the prospect of no longer earning steady wages can make retire...
04/22/2026

Entering a new phase of life can be scary on its own, but the prospect of no longer earning steady wages can make retirement a particularly tough decision 😰

The good news is that there are some signs that you are financially ready to retire. Take a look at four key ones below.

1️⃣ You are debt-free. You want to pay off debt during your working years, not when you’re on a fixed income. Prioritize debt payoff ahead of retirement.

2️⃣ You have enough saved. You’ll generally want at least 70% to 80% of your pre-retirement income.

3️⃣ Determine a retirement budget. Confirm how much you’ll need (and whether you have enough) by creating a retirement budget–be sure to consider travel plans, etc.

4️⃣ You have reviewed your portfolio. Take a look at your current investments and plan ahead. Often, your portfolio will need to be more conservative in retirement.

Ultimately, if you’re thinking of retiring, it’s a good idea to talk to a financial advisor well ahead of time so that you can enjoy retirement to its fullest 🥳

On that note, what are you looking forward to most during retirement? Share in the comments below ↩️

Planning for the long term is key to a successful financial future, but your short-term financial situation also matters...
04/16/2026

Planning for the long term is key to a successful financial future, but your short-term financial situation also matters, especially since it can impact that long-term strategy. Just as we all create retirement plans, every adult should have an emergency plan, or “rainy day” fund, offering a safety net for when the unexpected strikes.

Swipe through for six ways an emergency fund provides protection ➡️ And remember, while the exact amount of money needed varies by person, it’s generally recommended that Americans have three to six months' worth of living expenses in an easily accessible checking or high-yield savings account.

Do you have questions about emergency funds or other aspects of long-term financial wellness? Reach out to us anytime – we’re always here as a resource🤝

Planning your retirement cash flow doesn’t have to be complicated. At Retirement Advocates, Inc. in Kenosha, WI, we help...
04/14/2026

Planning your retirement cash flow doesn’t have to be complicated. At Retirement Advocates, Inc. in Kenosha, WI, we help pre-retirees and retirees understand where income will come from and how spending may shift throughout each stage of retirement.

Our team walks you through predictable income sources like Social Security and pensions, then helps you plan for flexible expenses such as healthcare, travel, and home projects. With our WealthCare365 service model, we revisit your plan year-round so it stays aligned with your goals.

A proactive approach can give you more confidence and help reduce stress as you prepare for the years ahead.

If you're approaching retirement, what’s one question you have about building your cash-flow plan?

Losing a spouse is an incredibly personal and difficult experience. During such a challenging time, understanding how So...
04/08/2026

Losing a spouse is an incredibly personal and difficult experience. During such a challenging time, understanding how Social Security benefits may change can feel overwhelming.

If you are widowed, you may be eligible for survivor benefits — but the details depend on factors like your age, work history, and the timing of your claim. Swipe through to learn more.

We’re here to walk you through your options with care and clarity. Reach out when you’re ready.

Many people assume that once you start collecting Social Security, working is off the table. That’s not always the case,...
04/02/2026

Many people assume that once you start collecting Social Security, working is off the table. That’s not always the case, but there are a few important details to consider, especially if you haven’t yet reached full retirement age. Swipe through to learn more.

Have questions about how working in retirement could impact your income? We’re here to help you make informed, strategic decisions. Contact us today.

Address

6123 Green Bay Road Suite 210
Kenosha, WI
53142

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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