Retirement Planning
Articles from our nationally recognized, weekly blog.
The 5 Stages of Retirement: 60 Day Guide
You are a late 50 to mid-60 year old. You feel comfortable in your retirement position, having just left your financial professional’s office. So far, so good, right? Now the hard part — walking into your boss’s office to utter the words “I’d like to retire.”
The Financial Impact of Working Longer
The last thing any working professional wants to think about is working longer. However, working longer is an important lever (or option) to pull when it comes to your retirement lifestyle. It potentially allows a “richer” retirement and can give “more” to your lifestyle during your working years.
Taming Expenses May Be Your Answer for Conquering Retirement
Understanding your monthly expenses is critical in your probability of financial success. Typically within minutes of understanding an individual’s monthly inflow and outflow, we can determine how much needs to be done for this plan to work.
When Savings Accounts Steal Your Cash, Cash In Online!
Whether you’re a professional, executive, or a retiree, we all have one thing in common: Cash! Regardless of how much you have, most keep their cash in a stodgy bank account where it barely grows. With interest rates on the rise, now seemed a great time for a revisit this topic.
Mortgage Interest Rates: To Buy or Not to Buy – That is the Question
Whether purchasing your first home, your “forever home,” or even your retirement home, the questions looms: when should I buy? Considering interest rates are on the move, it’s a natural question and one worth addressing.
6 Hacks to Automate Your Financial Life
Life can be a little hectic, so I’ve created 6 hacks to help you automate your financial life and get you set you on the right track. I encourage you to try these hacks for yourself and automate like you’ve never automated before.
The Worst Thing That Ever Happened To Your Portfolio
For years, there’s been a horrible trend which has prevented more people from achieving their financial goals than any other factor. It’s something so catastrophic I feel forced to write about it to bring attention to the masses.
The 9 Category Guide for Lifelong Spending
“How much should I be allocating to retirement? How much for housing?” We get these types of questions often. Although everyone’s situations is different, it is helpful to have some basic litmus test for reference.
The Secretary for No One: One Woman’s Fascinating Journey through Corporate America
Typically, I blog advice covering the spectrum of our financial lives. Today, however, I’d like to tell a fascinating story of a client’s journey to the top of Corporate America.
Advice For Your Children: What To Do With That Early Career Wealth
Many young people need a little guidance and direction as to where they should be focusing their finances. In this blog, we aim to help educate you on how to help your children on their way to success.
The 5 Stages of Retirement: 60 Day Guide
You are a late 50 to mid-60 year old. You feel comfortable in your retirement position, having just left your financial professional’s office. So far, so good, right? Now the hard part — walking into your boss’s office to utter the words “I’d like to retire.”
The Financial Impact of Working Longer
The last thing any working professional wants to think about is working longer. However, working longer is an important lever (or option) to pull when it comes to your retirement lifestyle. It potentially allows a “richer” retirement and can give “more” to your lifestyle during your working years.
Taming Expenses May Be Your Answer for Conquering Retirement
Understanding your monthly expenses is critical in your probability of financial success. Typically within minutes of understanding an individual’s monthly inflow and outflow, we can determine how much needs to be done for this plan to work.
When Savings Accounts Steal Your Cash, Cash In Online!
Whether you’re a professional, executive, or a retiree, we all have one thing in common: Cash! Regardless of how much you have, most keep their cash in a stodgy bank account where it barely grows. With interest rates on the rise, now seemed a great time for a revisit this topic.
Mortgage Interest Rates: To Buy or Not to Buy – That is the Question
Whether purchasing your first home, your “forever home,” or even your retirement home, the questions looms: when should I buy? Considering interest rates are on the move, it’s a natural question and one worth addressing.
6 Hacks to Automate Your Financial Life
Life can be a little hectic, so I’ve created 6 hacks to help you automate your financial life and get you set you on the right track. I encourage you to try these hacks for yourself and automate like you’ve never automated before.
The Worst Thing That Ever Happened To Your Portfolio
For years, there’s been a horrible trend which has prevented more people from achieving their financial goals than any other factor. It’s something so catastrophic I feel forced to write about it to bring attention to the masses.
The 9 Category Guide for Lifelong Spending
“How much should I be allocating to retirement? How much for housing?” We get these types of questions often. Although everyone’s situations is different, it is helpful to have some basic litmus test for reference.
The Secretary for No One: One Woman’s Fascinating Journey through Corporate America
Typically, I blog advice covering the spectrum of our financial lives. Today, however, I’d like to tell a fascinating story of a client’s journey to the top of Corporate America.
Advice For Your Children: What To Do With That Early Career Wealth
Many young people need a little guidance and direction as to where they should be focusing their finances. In this blog, we aim to help educate you on how to help your children on their way to success.