5 Mistakes on Your Way to Retirement

Retirement Planning

Retirement is specific to each person’s situation, but it’s common to see retirees making the same mistakes. Here are five of them: 1. Confusing retirement eligibility with retirement ability The numbers matter. Many times, when people have reached a certain age or met a years-of-service requirement, they are not really in a position to afford full retirement. The most important […]

Retirement Savings Tips: From Your 20s to Your 60s

Saving for retirement

Retirement Savings Tips Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to saving for retirement, most Americans invest and manage those savings for six decades or longer. It’s important to consider how your resources and risk tolerance change as […]

There’s More to Retirement than Just Numbers

Finding purpose in retirement

Emotional Aspects of Retirement Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before retiring. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep […]

20 Big Mistakes for Those Approaching Retirement

Retirement Mistakes

Not saving enough. 5 to 10 percent is not enough. Double it – today. If you’re over the age of 50 your target should be 20 percent or more. Retiring too early. Life expectancy is on the rise. It’s a risk to your retirement. You could spend 30 years or more in this stage of […]

The One Thing

What's Most Important

Curly’s Advice: The “One Thing” “The one thing” is a reference to a line in the movie City Slickers. Curly, played by Jack Palance, asks Billy Crystal’s character if he knows the secret to life. As they continue to ride their horses along the big-sky Colorado backdrop, Billy says “no.”  Curly raises his index finger and says, “One […]

How the Right Advice Can Boost Financial Confidence

How the Right Advice Can Boost Financial Confidence

What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about guiding clients to develop sophisticated financial behaviors. With robo-advisors and consistent market volatility in the headlines, it’s important to realize the comprehensive advantages of working with a personal […]

4 Reasons Your Retirement Plan Might Fall Short

4 Reasons Your Retirement Plan Might Fall Short

Ever find yourself daydreaming about retirement but worried you’re not saving enough? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to enjoying all of these endeavors. Everyone deserves the best retirement possible, but numerous planning mistakes can cause […]

Financial Longevity: Planning for a Longer Life

Financial Longevity: Planning for a Longer Life

Many retirees are not prepared for a long retirement. Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life-expectancy in mind. There are serious consequences […]