Retirement Drawdown {What’s the Right Cadence?}
Retirement brings unique circumstances to a person’s life. It’s likely the first time you’ll truly appreciate not setting the work-time alarm clock, as the days of stressful deadlines are past. Retirement is a life changing event for most people, akin to the shock of starting that first job. I can remember that sobering moment in my life, too.
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The Importance of a Financial Check-up {11 Reasons to Stay Diligent}
Financial Check ups create a forum for us to advise and effectuate change for our clients. This is at the crux of our relationship with clients.
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The 10 Big Retirement Mistakes to Avoid
“What are the biggest retirement mistakes you see people make?” A client asked me the above question a few weeks ago. It was a great question and forced me to take a minute to give him a well thought out answer. After a moment I said, “Mr. Client here are the ten biggest retirement mistakes I see individuals make.”
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