Sep 2, 2021 | Financial Planning
The traditional approach to retirement planning involved selecting an age to retire, determining how much you want to spend in retirement and then saving and investing over time until you can finally stop working and live the life you want. While this traditional...
Aug 19, 2021 | Financial Planning, Questions & Answers
Many people dream of early retirement. For others, early retirement may be forced upon them due to downsizing by their employer. In either case, the issue of how to fill the health insurance gap between early retirement and their eligibility for Medicare is a key...
Aug 5, 2021 | Financial Planning, Questions & Answers
The 401(k) plan has grown to become the most popular type of employer-sponsored retirement plan in America. Millions of workers depend on the money they have invested in these plans to provide for their retirement years. An important consideration when you are...
Jul 1, 2021 | Financial Planning
The pandemic has been a trying time for most of us. Our normal daily routines have been disrupted, giving way to new ways of living. We have had to adapt and change to new habits and lifestyles. I frequently hear that the pandemic has provided many of us with a new...
Jun 17, 2021 | Economy & Markets, Financial Planning
There is much speculation among financial experts that inflation is going to rear its ugly head in the near future. Inflation is the scenario in which most things we purchase get more expensive over time. This can be devastating as your retirement savings don’t go as...
Jun 3, 2021 | Financial Planning, Investor Behavior
Being a successful long-term investor is easy as long as you keep these key takeaways into consideration: Be patient and remain calm in all market environments (we take each scenario into account when building your asset allocation).Your retirement time horizon could...
