Retirement
Retiring Misconceptions & Concerns About Your Golden Years
Recently, I ran across a list of frequently asked questions about retirement that I found a little bit alarming. Two of the questions that really struck me centered around whether or not retirement causes depression and whether or not retirement can ruin your marriage. I spend much of my day talking with clients about their…
Read MoreRetirement Planning by the Decade
No matter how old you are, it’s never too early to start planning for retirement. Pretty much as soon as you start working and earning money, you should be thinking about how you’re going to be saving for when you retire. Typically speaking, however, most people don’t really begin planning until they are well into…
Read MoreFinding Balance Before Retirement
It seems that everywhere you turn today, you hear social leaders and lifestyle coaches proclaiming how you, too, can begin to lead the life you’ve always dreamed of by working hard, investing your funds and practicing frugal habits. All of this is geared towards the goal of retiring at a previously unheard of age. Examples…
Read MoreNavigating the 4 Most Common Challenges of Estate Planning
Perhaps the biggest challenge of estate planning is that there is not a one-size-fits-all template to follow. For estate planning to be effective, it is important to tailor a family’s plan. Every family is different, and estate planning can have a dramatic impact on future relationships with your loved ones. For example, parents want to…
Read More401K Rollover: Understanding The Truth and Options
A 401k is, by definition, a retirement plan sponsored by your employer. These plans are designed to encourage employees to put away a portion of their earning for their retirement. Many 401K plans even offer an amount of percentage match of contribution, at the discretion of the employer. There are annual limits set each year…
Read MoreMillennial Money – Why & How to Take the First Step in Saving for Retirement
You’re young, and you just started your first real career job. It feels invigorating and motivating to finally have hit your stride in the professional world and you have your whole career and life in front of you. Even though retirement feels like it is on the distant horizon, it is vital that you start…
Read MoreThe Time Tested 7 Step Custom Financial Planning Process
Plan your future with confidence alongside a concierge-level Signature Wealth Advisor. Retirement can be a stressful time for a lot of people, mainly because it can be difficult to ensure that you are sufficiently prepared with your finances. Because your needs can change during your golden years, it’s essential that you have a plan that…
Read MoreLife Planning – Preparing for Your Lifestyle as a Retiree
When it comes to retirement, you’ve likely squared away the financial side of things. Saving up for your nest egg is one of the most crucial things you can do to ensure that you’ll live your golden years in comfort and security. But what about your mental state? Are you emotionally and psychologically prepared to…
Read MoreRetirement Secrets to Improve Health and Happiness
Retiring and staying retired ranks high on working American’s list of priorities. Our endgame is retirement – the faster we get there, the better. Retirement makes life worth living, right? We dream of doing all the things we want to do and none of those we don’t. So, how to have a happy retirement? Travel, time with…
Read MoreRetirement Insurance Options
As you begin to understand the expense of healthcare in retirement it is important to understand your retirement insurance options. One or more of these options may appeal to your anticipated health needs and budget. Talking with a professional offers insight and helps identify the solution which best fits you. We discuss the larger picture…
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