The Navin Group

We help individuals and families pursue their ideal retirements.

Recent Posts

Finding Your Purpose After Retirement

June 17, 2020

Photo by bruce mars on Unsplash   Finding Your Purpose After Retirement   You’ve been working your whole life — looking forward to the day that you can retire and do what you want to do. Then that day comes and you find yourself feeling lost. The days seem infinitely long and you don’t know…

Gender Dynamics: Pre- and Post-Pandemic

June 17, 2020

Gender Dynamics: Pre- and Post-Pandemic   In past recessions, industries like manufacturing and construction were often the hardest hit. For example, some economists referred to the Great Recession as a “man-cession” because at the outset, more men lost jobs than women. In some households, wives were able to find employment more often than men. The…

How To Protect Your 401(k) and IRA from Taxes

June 17, 2020

How To Protect Your 401(k) and IRA from Taxes   Approximately 10,000 people will reach the age of 65 each day between now and 2038. This is the age that usually indicates retirement, although the actual retirement age varies depending on a person’s health and professional status. Using a 401(k) and IRA to save for…

7 Simple Tips For Planning Your Dream Retirement

June 17, 2020

7 Simple Suggestions for Planning Your Dream Retirement   Retirement doesn’t have to be boring. In fact, it isn’t supposed to be. Just because you’re not working anymore doesn’t mean you won’t have lots of things to do to fill your days. You can travel, volunteer, attend fundraisers to support your community and more. However,…

5 Costly Mistakes You Can Avoid When Planning Retirement

June 17, 2020

Image by 3D Animation Production Company from Pixabay   5 Costly Mistakes to Avoid When Planning for Retirement   Retirement planning is so boring, we sometimes hear people say. Not to mention, squirreling away money for the future that you could use now is a challenge. A challenge that many people would rather avoid. However,…

3 Tips for Protecting Your Pension and IRA

June 17, 2020

3 Tips for Protecting Your Pension and IRA   You’ve worked hard for your money. You’ve invested, put in the hours and saved. You want to do whatever you can to ensure that your money is working as hard as you are and is in a safe place. You need to be able to rely…

Tax Planning For Retirement 101

May 28, 2020

Once you retire, your finances will change in a few different ways. There will also be new rules and opportunities that come with tapping into your retirement nest egg. That’s why you need to have a solid retirement planning tax strategy in place. Of course, if you don’t know or understand what your options are…

How Charitable Tax Deductions Fit into Your Retirement Plan

May 28, 2020

Throughout your adulthood, you’ve made a strong effort to make considerable donations to charities that are close to your heart. However, with retirement looming, even with a respectable financial portfolio, you’re worried that it’ll be challenging to maintain that level of philanthropy. If you’re a woman, this fear is probably even greater, since you tend…

5 Ways for Women to Prepare for Retirement Now

May 28, 2020

Introduction Retirement planning is essential to enjoying your golden years. Successfully employing the tools and strategies available to you is vital to making sure that you can maintain your standard of living after you stop drawing a regular paycheck. Unfortunately, women are often less prepared for retirement than their male counterparts. There are many reasons…

What Does National Stimulus Relief Mean for You?

May 5, 2020

On March 27, 2020, President Donald Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a historic $2 trillion stimulus package designed to provide economic relief to Americans affected by the coronavirus pandemic, which by now includes every single person in the country, not to mention around the world.1 While everyone…

The Future of Transportation

May 4, 2020

The United States is a very large, land-mass country. Yet, it offers few options in terms of coast-to-coast mass public transit, particularly compared to other developed countries. Europe’s countries tend to be smaller and their cities more dense, making them more transit-friendly. Asian countries made enormous government investments in urban rail networks just as their…

Your Money Persona

May 4, 2020

We are all unique individuals with distinct personalities, likes and dislikes as well as different ways of talking, thinking, solving problems and interacting. We have exclusive modes of expressing ourselves through dress, grooming and our own catchphrases. And, we each have our own way of thinking about money. Some of us are frugal, some are…

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