Scott Serfass - WakePointe Wealth Advisors

05/26/2026

For most people heading into retirement, the anxiety isn't about the size of their portfolio.

It's about turning it into a paycheck.

Here's how to think about that shift.

wakepointe.com/insights/retirement-income-confidence

05/20/2026

Two couples. Both have $1.5M saved.

One has plenty. One doesn't have enough.

Same number. Completely different stories.

Here's why — and how to find your real number.

wakepointe.com/insights/how-much-do-you-need-to-retire

05/19/2026

You've spent decades building the financial foundation. Have you thought as carefully about the life that sits on top of it?

Most families have thought about it some. And most haven't — at least not in the same depth as the finances.

Retirement, Imagined is our guided discovery for the life behind the numbers. Six sections. Fifteen minutes. A clearer picture of the retirement you actually want.

If those questions feel close, start here. Or reach out — we're always glad to start with a conversation.

www.wakepointe.com/retirement-imagined

05/13/2026

What will you do when every day feels like a Sunday?

It's a simple question. But most people heading into retirement have never really sat with it.

Not because they don't care — but because most retirement conversations never ask it.

Retirement, Imagined is a guided discovery — six sections about the life you actually want, before the plan, the numbers, or the meetings.

www.wakepointe.com/retirement-imagined

05/07/2026

A client told me something I've never forgotten.

She said the hardest part of retirement wasn't the money. It was the Monday morning she woke up with nowhere to be — and realized she didn't know who she was without her work.

She's not alone. It's one of the most common and least talked-about transitions families face. Retirement changes more than your schedule. It changes how you see yourself.

If you're starting to think through what the next chapter looks like, Retirement, Imagined is a good place to start.

www.wakepointe.com/retirement-imagined

05/06/2026

Did you know up to 85% of your Social Security benefit can be taxable?

Most people don't — until it's too late to plan around it.

Here's how to get the sequencing right.

wakepointe.com/insights/when-to-take-social-security

04/21/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

04/16/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

04/14/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

04/09/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.