Even old Ebenezer figured it out eventually. We're here to make sure you do too — with plain-spoken, no-nonsense retirement education for pre-retirees aged 45 to 65. No jargon. No sales pitch. Just the knowledge you need to retire with confidence.
Ebenezer Scrooge spent his whole life hoarding money — counting every coin, trusting no one, planning nothing. Then three ghosts showed him what all that penny-pinching had actually cost him.
Ye Local Scrooge is built on that transformation. We take the wisdom of the reformed miser and translate it into plain-spoken retirement education for people who are serious about getting the next chapter right.
We cover Social Security timing, Roth conversions, retirement income planning, Medicare, tax strategy, estate planning, life insurance, and annuities — all presented as general education, not investment advice.
If you're between 45 and 65 and want to understand your retirement options before it's too late to act on them — you're in the right place.
Each topic is covered with the same philosophy — plain language, real numbers, and the perspective of someone who's seen what happens when people get it wrong.
Get your free Retirement Readiness Score. Answer four quick questions and connect with a fiduciary advisor who specializes in exactly what you need. No obligation. No sales pitch. Takes less than 2 minutes.