Once you’ve mastered the basics of retirement planning [LINK TO RETIREMENT PLANNING FOR DUMMIES PART 1], it’s time to dig a little deeper into what not to do. Many people make financial decisions that can jeopardize their retirement years. Instead of leaving your future up to chance or taking a misstep, take a look at…
Do you feel good about your future, or does retirement planning make you feel like you’re in over your head? Wealth management can be time-consuming and confusing, but it doesn’t have to be. I’m here to help you take control of your financial life by taking the stress out of financial planning. Below, you’ll find…
Today, with people living 25 or more years in retirement, there is no room for error. The mistakes people make leading up to retirement can be challenging to overcome if not caught early. Avoiding these common retirement planning mistakes is crucial if you are going to have any chance at lifelong financial security.
How do you decide when to retire? Making that leap out of the workforce and into your retirement isn’t a decision that should be taken lightly or made for the wrong reasons. While a bad day at work or seeing someone else’s vacation photos on Facebook can give you trigger finger, it’s best to take a thorough approach to this major life transition.
As a financial advisor, one of the most common worries I hear is the fear of outliving your savings. In fact, an AARP survey found that 61% of Americans are worried about running out of money during retirement. This is no surprise, since inflation rates, longevity risk, and unexpected medical needs are unknowns that can…
I often hear from new clients that have started working with me that they “wished they would have started this process sooner.” Working with a financial advisor is one of the most significant decisions you’ll make in your financial life, and studies have shown that investors who work with an advisor are generally more confident…
We seek out second opinions in life for just about everything we do – whether we’re making a large purchase, hiring a professional for an upcoming project, or on a more serious note, a medical diagnosis and procedure. But what about inside our own financial lives? When should you seek out a second opinion on…
If you’ve ever been on the hunt for a financial advisor, you’ve probably seen the “10 Questions to ask a Financial Advisor.” We’ve all pushed content about it and they’re nearly all identical in substance. Questions such as: “Are you a Fiduciary” “What are your fees” “Qualifications and Experience?” “Are you a CFP® (usually followed…
The possibility of unforeseen financial risks keeps many of us up at night. If you’ve ever been dealt a financial curveball—or you simply live in fear of one—you may be looking for some guidance on how to best prepare for the future or get yourself back on track. The truth is, curveballs will always be…
Are you building a retirement nest egg that will last? For some people, that means they’re saving enough to pass wealth to future generations. For others, their nest egg is meant to provide just enough for what they need without having to work another day. But ultimately, most people save for retirement with the hopes…