Did you know that major financial institutions like Raymond James detect and repel around 300 million cyber threats a day? Join Jim Kruzan CFP, CRPC, as he speaks with Jessica Rice, Business Inform

Did you know that today, a couple aged 65 is expected to spend about $315,000 on healthcare costs throughout retirement? That is a lot of money! Have you taken the time to plan for these expenses? Th

Need clarity around required minimum distributions (RMDs) and their impact on your retirement cash flow? This week, Jim Kruzan, CFP, CRPC, is joined by Dylan Stewart, CFP, CPA, Wealth Advisor at Ka

Are you making the most of your IRAs to secure a bigger, bolder retirement? In this installment of The Retirement Engineer, Jim Kruzan CFP, CRPC dives into the world of Individual Retirement Accoun

The threat of cybercrime and identity theft looms larger than ever, posing a significant risk to individuals financial security, especially as they approach retirement. This week, Jim Kruzan, CFP, C

Caring for an aging loved one is by no means an easy feat. Whether it is you, another family member, or an industry professional who is the one taking the wheel, we want to ensure they receive the car

Are you or a loved one facing the realities of aging? This week on The Retirement Engineer, Jim Kruzan, CFP, CRPC, is joined by Becky Eizen, founder and CEO of the Eizen Consulting Group. Together,

Charitable giving not only feels good and leaves a positive impact on the world, but it can also provide financial advantages for retirees. In this episode, Jim Kruzan, CFP, CRPC, uncovers multipl

Are you passionate about making a difference? In light of Giving Tuesday and our 10th annual One Warm Coat Drive, we are taking a break from financial topics to discuss how to create a positive impact

Between 50 and 72, there are significant birthdays that can impact your retirement finances. These age-based milestones can help you grow your retirement nest egg, avoid financial penalties, withdraw