Whether it's your first time seeking financial help or you want to improve on the advice you currently receive, not knowing how to find the right advice is often what stops us from trying.
The key is working with someone who’s capable of the correct “diagnosis.”
Read MoreNo one could predict the year we’ve had - toilet paper almost became a new form of currency, people got used to waiting in line to enter stores (even when it wasn’t Black Friday), and we embraced Zoom as the ultimate digital connection platform.
Read MoreRetirement is new- very new.
Only in the last couple generations have the systems necessary for people to save and stop working been in place. The greatest generation (depression era) were the first group to accomplish retirement en masse. And what did they do with this ‘retirement’? They saved more.
Read MorePractice makes perfect, but what about in retirement?
Confidence comes from that which we repeatedly do- also known as practicing. But it’s very difficult to practice retirement. It’s even harder to find planners with first hand experience to help you along. Over the years I’ve learned a lot about the retirement mindset.
Read MoreNow that you’ve retired, or are about to retire, one of your biggest questions will most certainly become: where will the money come from?
It’s a great question.
Read MoreOver the last few years there has been a huge focus on fees in financial planning. The general message: cheaper means better. While competition and fee disclosure is great for clients, the focus really should be on the value received for those fees.
Read MoreThe lottery is a thing that dares you to imagine “what if?” Its commercials depict people living their dreams - celebrating together; spending together; relaxing together - and inspire millions to imagine what they’d do if they had the time, energy and money to do whatever they wanted.
Read More
