Investing can be an emotional rollercoaster. With the 24/7 news cycle and constant updates on market performance, it’s easy to get swept up in the day-to-day noise. As a CERTIFIED FINANCIAL PLANNER™ serving Dallas, TX, I often remind my clients that making decisions based on short-term market fluctuations can derail even the most carefully designed…
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Retirement should be the golden years—a time to enjoy the fruits of decades of hard work and disciplined financial planning. Yet, many retirees face a harsh reality: their carefully constructed nest egg doesn’t last as long as they had hoped. It’s easy to think that the key to a secure retirement lies in perfectly calculating…
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Planning and getting ready for retirement is a big step that needs attention. Whetheryou want to join a retirement community, buy a vacation home, or catch up on golf, it’sexciting to imagine how you want your retirement years to look. Before you map out what you want to spend your retirement savings on, you need…
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Retirement in America is a complex landscape. Americans are living longer, whichmeans your retirement strategy requires careful planning and informed decision-makingnow more than ever. The fear of running out of funds during retirement means theaverage retirement age has shifted. In just the last 10 years, 60% more people havedecided to work past age 65. Retirement…
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Once you’ve mastered the basics of retirement planning read 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 these…
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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…
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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.
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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.
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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…
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Do you ever feel like you have to choose between short-term and long-term financial goals? It can be challenging to save for college for the kids or grandkids, that new roof you’ll need in the next few years, and the legacy you intend to leave. Fortunately, I can help with that. As a specialist in…
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