Tag

Retirement planning

The Three Key Challenges of Retirement

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Planning for your retirement can be challenging. It can be scary and frustrating. I have seen many clients who felt their plan was a disaster waiting to happen. As an advisor, I am here to say that you can handle it. Planning for retirement does not have to be difficult. In fact, it can be fun! But in order to achieve the retirement of your dreams, you must prepare for three major challenges that every retiree is likely to face.

Challenge #1: Ensuring a long retirement savings lifespan

One of the greatest fears that people have is that they will outlive their savings.
Fortunately, by taking the steps now, you can ensure that this doesn’t happen to you. Read More

A few inspirational tips on how to stay young

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Do you realize that the only time in our lives when we like to get old is when we are kids?

If you’re less than 10 years old, you’re so excited about aging that you think in fractions. “How old are you?” “I’m four and a half!” You’re never thirty six and a half. You’re four and a half, going on 5! That’s the key.

You get into your teens, now they can’t hold you back. You jump into the next number, or even a few ahead. “How old are you?” “I’m going to be sixteen!” You could be thirteen, but hey, you’re going to be sixteen! And then the greatest day of your life… you become twenty one! Even the words sound like a ceremony…YOU BECOME 21! YES!

But then you turn 30. Ooohh, what happened there? Makes you sound like bad milk. He TURNED, we had to throw him out. There’s no fun now, you’re just a sour dumpling. What’s wrong? What’s changed? Read More

The Six “W” Questions of Retirement

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As you know, a major part of my job as a financial advisor is to help you plan and save for retirement.

That said, it’s critical to take a hard look at what you are doing to ensure that you remain on track to reaching your retirement goals. Has anything changed in your life that could effect your retirement? Has your vision of retirement changed? Do you need to change how much money you’re saving, or how you’re saving it? Are your income needs still taken care of?

To make sure that you are still on track, I recommend that you ask yourself the following questions at least once every few years. I call them:

The Six “W” Questions of Retirement Read More