What is your big, bold goal for retirement? And what legacy do you want to leave behind? These are some of the key questions a financial advisor might ask when they are getting to know you as a client. Some people just want to be sure they won’t run out of money in retirement. But if you know you’re going to have enough, the question becomes, what will you do with the excess? What are you dreaming about that your financial plan and investment portfolio can help you achieve?
In this article, we look at what to do with leftover 529 funds.
In this article, we look at the high gas prices and what to considering when buying an electric vehicle.
Coming into 2022, investors had enjoyed three years of terrific returns despite a global pandemic. But this year has been a far different story, with significant losses across most financial assets. Join us for our latest market update as we discuss this volatile and thorny market, but there is room for optimism.
While it’s not something people like to think about, naming beneficiaries for your assets is critical to ensuring that your loved ones are taken care of when you are gone. Watch to learn about the types of assets that should have named beneficiaries, as well as how often you should review your designations.
Early in your career, when retirement is decades away, many individuals choose to invest as aggressively as possible. However, as retirement draws closer, your strategies should change. Listen in to learn how to secure your retirement savings, making sure that your money lasts for all the years of your retirement.
This webinar recording is a comprehensive discussion around planning for retirement. We discuss Social Security benefits, healthcare planning with Medicare, creating income in retirement, and asset allocation strategies.
What happens if you successfully saved for retirement, but when the time comes to spend that money, it is also paired with a market downturn? Timing is everything in this situation, and in this Lessons in Financial Experiences (LIFE) episode, we’ll look at steps you can take to ensure that your nest egg lasts for the duration of retirement.