When most people think about retirement, the first number they focus on is how much they have set aside. But there’s another number that matters just as much — how much it will cost you to live the life you want.

If you’re in your 50s or early 60s and starting to think seriously about retirement, you’re not alone. We meet many families in Columbus who come to us feeling behind or unsure if they’re making the right decisions. They feel unsure, not because they’ve been careless with their planning, but because retirement planning today is more complex than ever.

Choosing a financial advisor is one of the most important decisions you’ll make when it comes to your long-term financial well-being.

If you’re 55 and feeling behind on retirement, you’re not alone, and you’re definitely not out of time.

More Americans are retiring in their late 50s — some by choice, others by necessity. Whether it’s an early buyout, a career shift, or simply the desire to enjoy more years outside the workforce, early retirement is becoming an increasingly common reality. The challenge? Most traditional retirement strategies assume you’ll wait until at least 59½ to access your retirement savings, and withdrawing early often comes with a 10% penalty. That’s where the federal Rule of 55 comes in.

What do presidential elections means for your portfolio? Should you change your investing strategy based on who wins?

As we kick off 2024, the latest data is raising some concerns about inflation.