Blog
Calculating Retirement Savings: How to Add Up Your Financial Future Success
How much money do I need to retire? This is probably the question financial planners are asked the most when clients walk in to discuss retirement freedom. A simple question, in theory, but not an easy answer. Understanding what your optimal retirement savings are...
Finding the Right Financial Advisor
If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo-advisors are also available to help you with your savings goals, they are best suited for those just starting...
The Power of Compound Interest
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country. So we’re here to...
Avoiding Bad Financial Decisions
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are...
5 Common Financial Terms – You Probably Should Know
If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language? Between acronyms, money talk,...
Infographic: Retire to Happiness – Tips to Thrive in the Next Chapter of Life
Resources:http://www.rwjf.org/en/library/research/2011/09/retirement-and-health-poll.html http://www.geoba.se/population.php?pc=world&type=15 http://www.nextavenue.org/the-secret-to-a-happier-healthier-life-just-retire/...
Beneficiary Benefits—Keeping Designees Updated Matters Big Time
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how...
Insuring Lifetime Income Sufficiency with a Split Annuity
Annuities have provided retirees with a safe and secure retirement solution for generations. Deferred annuities have been a solid way to accumulate retirement assets on a tax deferred basis, and immediate annuities are still considered to be the soundest way to...
Planned Giving Goes Further
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving...
Retire to Happiness: Tips to Thrive in the Next Chapter of Life
Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not...
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