Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.