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Tag Archives: financial planning

  • Client Case Study I

    Client Profile: Husband and wife within 5-7 years of retirement. Husband is self-employed and wife is a full-time employee with good benefits. She has consistently participated in company sponsored 401k plans and he established an individual IRA prior to running his own business. He is the sole employee of his own company. Over the course of their careers, they have…More ›
  • The 4 Biggest Financial Fears About Retirement and How to Overcome Them

    The 4 Biggest Financial Fears About Retirement and How to Overcome Them

    There’s no secret that it can take decades to plan for retirement, and during your retirement years, you want to be able to enjoy your hard-earned savings. That said, that time leading up to this new phase in life, it’s common for retirees to have concerns, such as: Will my savings last? Will I be able to collect Social Security…More ›
  • Why Should You Take a Risk Tolerance Questionnaire?

    Why Should You Take a Risk Tolerance Questionnaire?

    We all have different comfort levels with so-called “risky” activities. Some of us live for the adrenaline rush that comes with bungee jumping or skydiving, while for others of us, watching an action flick on Netflix is about all the adventure we can stomach. The same is true with investing. Everyone has a different tolerance for risk. Some investors can…More ›
  • Three Resolutions to Save More Money in 2020

    Three Resolutions to Save More Money in 2020

    It’s that time of year when many people are making New Year’s Resolutions to hit the gym, eat healthier, or be more mindful. As you’re setting your own goals for this year, don’t forget about your financial wellness, particularly when it comes to saving for long-term goals like retirement. After all, your fiscal health is just as important as your…More ›