Fortress Financial Group

A new episode of Retire and Thrive is live.

In this episode, we’re talking through the retirement questions many people think about, but do not always ask out loud. From uncertainty around income and taxes to the decisions that can shape your long-term plan, this conversation is all about helping you approach retirement with more clarity and confidence.

Watch the full episode here:

The Retirement Questions People Are Afraid to Ask Can you retire at 62 with $800,000 saved?In this episode of Retir...

Most people think of a retirement bucket list as travel, golf, hobbies, or big adventures.

Those things can matter, but they may not be enough.

In this episode of Retire and Thrive, Dan Langworthy and Kamie talk about the retirement bucket list people often overlook: relationships, health, meaningful experiences, personal growth, and having something purposeful to retire to.

A strong retirement plan should answer more than “Do I have enough?” It should also help answer, “What do I want this next chapter to actually look like?”

Watch or listen here:

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Please join us in welcoming Joseph Nicholas as an Associate Advisor!

Joseph first joined us as an intern last summer, and we are excited to officially welcome him to the team as he begins his professional career. He is especially looking forward to seeing how financial advising works in practice, from relationship building and technical analysis to the day-to-day work of helping clients pursue their goals.

Outside the office, Joseph enjoys fishing, biking, soccer, golf, photography, car shows, antique shopping, building gaming computers, and working on cars. Fun fact: he is also related to Mary Todd Lincoln.

Welcome to the team, Joseph!