Whether you’re approaching, transitioning into, or already in retirement, it’s crucial that you develop a plan to protect your hard-earned savings. Having a solid financial plan that you can rely on is critical. It can help give you the confidence to enjoy the things that are most important to you and can help ensure that [...]
Retirement doesn’t have to be the “end all, be all” of earning a steady paycheck. In fact, retirement could be the start of doing something that you’ve always wanted to do and now, get paid for doing it. While some people continue to work because they need the income to cover rising expenses in retirement, [...]
As if it isn’t hard enough to plan for retirement, a whole bunch of other things to worry about pop up almost daily. The market is unpredictable, as is the world and events that affect the market like the pandemic and the war in Ukraine. So, how are you dealing with market risk? Many people [...]
According to recent studies, the “great wealth transfer” will have baby boomers transferring as much as $72.6 trillion to their heirs by 2045.[1] Estate planning is defined as the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. Whereas legacy planning is defined as a [...]
We saw record highs in 2021, but 2022 may turn out to be an entirely different story. The market is reacting poorly to the prospect of slow economic growth and the reality of high inflation. We recently saw the NASDAQ have its worst loss since 2020. Many investors may fear a recession amidst a volatile [...]
