Tag: financial plan

When Work No Longer Works: Planning for Early Retirement

More and more, we’re hearing from clients who don’t need to work—but until now, they’ve chosen to stay because they enjoyed the structure, the challenge, or the connection their careers provided. Lately, however, that’s changing. Today’s political and economic uncertainty is bleeding into the workplace. Many professionals are being asked to do more with less—facing […]

Written by Quentara Costa on 06/18/2025

Can I Retire Now? Considerations for Early Retirement Post-COVID-19

The COVID-19 pandemic has many near retirees re-examining their retirement dates. Here at Wingate Wealth Advisors, we’ve seen an increase in retirement planning services as more clients ask whether they must go back to the office at all post-pandemic, wary of whatever the new normal will be. Whether you have been offered an early retirement […]

Written by Quentara Costa on 06/23/2020