News
Recent updates from Currents Wealth Strategies, including firm announcements, events, and notable developments.
How to maximize an inheritance received before your retirement
Nate Willardson, CFP® was quoted in MarketWatch, sharing expert financial planning advice on how to handle a sudden inheritance right before retirement. On taking a measured approach to your funding needs: “Start at the beginning. What does your ideal retirement cost annually? Multiply that sum by 25 for a rough…
Should I Sell or Keep My Rental Property in Retirement?
Nate Willardson, CFP® was quoted in Kiplinger’s Wealth Wise column, sharing expert retirement planning advice on whether to sell or keep a rental property heading into retirement. On stress-testing your income: “Hoping to have enough income in retirement is not a winning strategy. Before deciding whether to sell or keep…
Retirement Lifestyle Creep
Nate Willardson, CFP®, Managing Partner at Currents Wealth Strategies, was recently quoted in Yahoo Finance/GOBankingRates on the topic of retirement lifestyle creep — and how one-time splurges can quietly become permanent habits. As a retirement and financial planning expert, Nate helps pre-retirees and retirees protect their wealth and avoid costly…
Is Retirement Even Realistic for Gen Z and Millennials?
Nate Willardson, CFP®, Managing Partner at Currents Wealth Strategies, was recently featured in MSN Finance sharing his insights on retirement planning for Gen Z and Millennials. While today’s young adults face real financial challenges — from student debt to rising living costs — Nate offers a grounded perspective on retirement…
Questions to Ask Before Locking in a CD Rate in Retirement
Nate Willardson, CFP®, Managing Partner at Currents Wealth Strategies, was recently quoted in MarketWatch on the topic of CD rates and retirement planning. With some CDs still offering APYs of 4.5% and higher, Nate shares two important things to consider before locking in your money: On interest rates: “When you…
Should I Buy Silver Bars for Retirement?
Nate Willardson, CFP®, Managing Partner at Currents Wealth Strategies, was recently quoted in USA Today sharing his insights on investing in silver bars. As a retirement and financial planning expert, Nate gives it to you straight, silver bars aren’t for everyone, and for most investors, there are better uses of…
The Sleep-at-Night Test: The Only Retirement Metric
Nate Willardson, CFP®, Managing Partner at Currents Wealth Strategies, authored this thought leadership piece on Connectively, sharing one of the most important lessons in retirement planning. The story: In 2024, a client in his early sixties asked Nate how he should pay for a new home two years before…
Meet Nate Willardson, CFP®: Retirement Planning Expert
Nate Willardson, CFP® and Managing Partner at Currents Wealth Strategies was recently featured in an in-depth interview with Connectively, sharing his expertise on retirement and financial planning for pre-retirees. On what makes the years before retirement so critical: “The 5 to 10 years before retirement is the most consequential financial…
