Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events.
Read MoreIt’s not just the financially uncertain who need to think carefully about their retirement plan. Even those who feel confident in their retirement savings might still have important questions to answer and decisions to make. In this episode, we’ll explore the three retirement planning mindsets: those who have no idea if they can retire, those who think they have enough money to retire, and those who know for sure they have enough money to retire.
Read MoreWelcome to part two of our series about retirement planning mistakes. Last time, we talked about the pitfalls of ignoring tax implications, failing to diversify your investments, and procrastinating when starting your investments. On today’s show, we’ll share seven more mistakes people often make when planning their retirement.
Read MoreIn the complex world of retirement planning, there are countless pitfalls one could face. In part one of this two-part series, we’re sharing seven of the top mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan.
Read MoreAfter listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. Join us as we talk about successfully executing the financial fundamentals.
Read MorePeople own a handful of gigantic companies and think their portfolio is bulletproof, but it’s not, especially over a long period of time like we hope your retirement will be. Some clients gravitate towards bigger S&P 500 companies, assuming that they will remain stable for years to come. While these companies may appear to have a bright future, it is not always the best bet in the long run.
Read MoreIt’s a question we hear all the time: “What’s a good rate of return?” When clients invest money, they want to see it grow. But they also wonder what rates are “good” or “bad.”
As financial advisors, our job is to provide context by considering two critical factors: your tolerance for risk and the time horizon for the invested dollars.
Read MoreWe have a fascinating investment topic for you today – dollar cost averaging (DCA). For those who don’t know, it’s the practice of investing a fixed dollar amount on a regular basis regardless of the share price. It’s been a method that investors have used for a long time, but how well do you…
Read MoreWe’re willing to bet there are some retirement expenses that you may have forgotten to plan for. But don’t worry, we’re here to help you see the things you might initially overlook. If you’re preparing for retirement, we want to make sure you feel confident that you have every expense taken care of. There…
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