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Retirement and Tax Insights

Welcome to our blog, where we break down the financial topics that matter most for retirees and those preparing for retirement. From smart tax strategies and Social Security planning to market updates and investment insights, each post is designed to help you protect your wealth and make confident decisions. Explore our latest articles and discover how a CPA’s perspective can simplify your retirement journey.

Taxes.

Income. Investing. Retirement.

I'm a Retirement Psychologist: Money Won't Buy You Happiness in Your Life After Work

While financial security is crucial for retirement, the true 'retirement crisis' is often an emotional, psychological and social one. You need a plan beyond just money that includes purpose, structure... ...more

Madrona Financial ,Richard Himmer

August 04, 2025•4 min read

Why Gray Divorce Happens and Five Ways to Avoid It

Emotional intelligence is a key ingredient in a relationship's long-term success, and it can be learned and strengthened at any age. Here's how, according to a psychologist. ...more

Madrona Financial ,Richard Himmer

April 30, 2025•4 min read

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Want Personal Guidance with your Retirement & Taxes?

Every retiree’s situation is unique. If you want personalized strategies to help lower your taxes, protect your income, and build confidence in your retirement plan, I’m here to help. With decades of experience as a CPA and financial professional, I work directly with retirees to create plans tailored to their goals.