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September 5, 2025

Why Retirees Struggle to Spend the Money They Saved

The Saver-to-Spender Shift: Why It’s So Hard After decades of disciplined saving, budgeting, and investing, many retirees face an unexpected challenge—not running out of money, but struggling to spend it. It sounds counterintuitive. You’ve built a nest egg to support freedom, family, and peace of mind. And yet, when it comes time to enjoy it, many retirees hesitate. According to...
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You can review our registration and disciplinary history on the SEC's Investment Adviser Public Disclosure (IAPD), website and, for brokerage registrations, on FINRA's BrokerCheck.
This website is for general information only. It is not legal, professional about your situation.

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Harrisburg, PA Office

Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880

York, PA Office

Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085