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Successful Retirement Institute®


"Fools say that they learn by experience. I prefer to profit by others experience."

- Otto Von Bismarck

20

Twenty Two

The Current

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Will Rising Interest Rates Slow Down Housing?

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​Additional Articles April, 2022

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The Perils of Tring to Time the Stock Market


​What Are SPACs?

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Retirement Checklists & Flow Charts for 2021

Medicare and Surcharges

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Get the complete checklist below!
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Ready to Retire? Get our Free Retirement Checklist to Ensure you Have Thought of Everything! 

RETIREMENT CHECKLIST
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​Welcome! What is the Successful Retirement Institute™? We developed this website for two very specific and transparent reasons.


First, people may need a Certified Financial Planner™ specializing in the Retirement years but need a safe place to get to know that person or firm.

Second, while we can't serve everyone, we can provide information that we hope will positively affect the lives of millions of our fellow Americans.

Through our Blog, Library and soon to come Videos/Webinars, it is our sincerest desire that we can help all of you make smart decisions in retirement and avoid costly mistakes! A Successful Retirement or whatever we want to call it these days isn't just about money, but as important if not more, how you thrive, both physically and mentally. We hope to provide the necessary information to help you plan a complete approach to what we hope will be the happiest time of your life!

We invite you to check back often as new content will be added each week. Feel free to sign up for any of our newsletters below, or weekly retirement emails through our feature articles below.  We will alert all those who sign up when we have our next live webinar on an issues important to you.

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This content is developed from sources believed to be providing accurate information, and provided by Larsen Wealth Management, LLC. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The Basics: Mistakes to Avoid on the Way to Retirement.

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What you are signing up for: Outside of the weekly market commentary. newsletters only go out either monthly or quarterly. We will not inundate your inbox with content.

Larsen Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Larsen Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Larsen Wealth Management, LLC unless a client service agreement is in place. 


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Photos used under Creative Commons from dalecruse, Coffee-Channel.com, Robert Couse-Baker
  • Home
  • About
  • Successful Retirement Institute® Blog
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