A good retirement plan is crucial. You don’t want to look at your balance sheet when you’re 67 and realize you’ll always need a side job.
But designing a plan that works is hard. Your goals, situation and family are unique.… READ MORE
To avoid running out of money in retirement, you have to be realistic about how much you save and spend. And if you aren’t realistic with your money, the entire plan could fall apart.
Retirement is about knowing how much you need, not how much you make right now.… READ MORE
2020 was the year of technology. Most of us jumped on Zoom, had food delivered at the door, and spent far too much time on Amazon.
And while tech has dominated our day-to-day living, it also drove NASDAQ up 43% (which says a lot about technology’s role in the market today).… READ MORE
Not knowing how much money to contribute to retirement seems like a small problem, but has the potential to damage your finances for a lifetime. And you don’t want to be stuck in your retirement years counting pennies and avoiding vacations.… READ MORE
Learning about the DROP program feels like information overload… They hand you a ton of resources, dates, and deadlines without any idea how they relate to your retirement goals.
But knowing how DROP works is the only way to ensure a smooth transition from active duty to a stable retirement without money worries.… READ MORE
Everyone has debt, but no one likes to talk about it. And you might feel so overwhelmed by the idea of organizing finances that you ignore them altogether…which makes your stack of bills taller and more unbearable.… READ MORE
When it comes to conversations about inflation, you might find yourself filled with fear and thinking the worst about your finances. But once you understand the breakdown of a dollar, it’s easy to keep up with the price changes (and even raise the value of your assets).… READ MORE
You might be thinking you don’t have enough money to invest in the stock market. Maybe you believe it’s “not the right time.” But here’s the secret – there’s never a perfect time.… READ MORE
When it comes to spending the money you want and being able to livinge comfortably on a plan after you retire, your portfolio needs its own ‘secret sauce’ for sustainability.
And it might seem like you have all of the ingredients to retire, but most people spend their time focused on the wrong parts of their plan.… READ MORE
Having a financial portfolio can grow and protect your wealth for generations to come…but designing one with the least amount of risk is where most people fail.
Having a portfolio in and of itself is not going to protect your money.… READ MORE
