by lightforcemarketing | Apr 22, 2025 | Retirement
So, the 9-to-5 grind is losing its appeal, and the lure of early retirement is growing stronger? You’re not alone! More and more people are dreaming of swapping boardrooms for beaches and spreadsheets for sunsets. But before you pack your bags and say...
by lightforcemarketing | Mar 15, 2025 | Retirement
10 Surprising Facts About Social Security Social Security is often seen as a straightforward retirement benefit, but it’s far more complex and impactful than many people realize. At LightForce Financial, we understand that Social Security plays a crucial...
by lightforceadmin | Sep 13, 2024 | Retirement, Small Business
By Joey Biggerstaff, CPFA®, CRPC™ For small business owners, offering a 401(k) plan isn’t just a benefit for your employees—it’s a strategic move that can help you pursue your ideal financial future while also attracting and retaining top talent. Partnering with...
by lightforceadmin | Apr 8, 2024 | Financial Planning, Retirement
By Gerald Robinson, CFP® At LightForce Financial, our services are designed to craft a customized plan that both accounts for the cost of taxation in future years, and also optimizes your available sources of income. The advantages of the Roth IRA perfectly exemplify...
by junaidadmin | Sep 22, 2023 | Retirement
This post provides some insight as to what percentage of your portfolio should be in equities if you’re in retirement. For investors already in retirement, how well they answer that question may have big consequences for how well they reach their goals....
by junaidadmin | Jul 28, 2023 | Retirement
I’m often asked: “Is longevity a major consideration in my retirement planning process?” A little research on my part uncovered the TIAA Institute’s recent study which emphasizes an understanding of longevity is as crucial as financial literacy...