E.g., 10/19/2021
E.g., 10/19/2021
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  | Retirement

Approaching retirement

Do you have a set age in mind at which you want to retire? Are you just going to wait until you are in line for full Social Security benefits? Or are you going to make a decision based on your asset level and what that means for your retirement status?
When you are healthy and moving along in your life, you often don’t think what could happen – if something were to happen to you. No one expects an illness or an accident to occur, but when it does – how long could you continue paying your bills without exhausting your assets or going into substantial debt?
  | Financial Decisions

Financial Plan = More Satisfied Customer

It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan
  | Spending & Budgeting

5 tips for budgeting with an irregular income

Living without certainty about your income is challenging enough without having market volatility to contend with as well. Here are some tips to navigate all of your finances if you find yourself in a situation with an irregular income, and how you can still manage day to day expenses and invest some of your savings for the long-term so you can live the life you’ve envisioned.  
The way we spend money is very similar to the way we eat food. If something looks appetizing, we consume. Sometimes we can go overboard and indulge too much. That’s when the unhealthy aspect kicks in. As it pertains to food, you begin to gain additional weight – financially, the additional expenses that you’ve created for yourself begin to weigh heavily on you. When that happens, then it may be time to shed some pounds to get back on the right financial track.
Financial planning is important throughout your life. Making sure you have basic protections in place, such as any life, health-related and disability insurance, to protect your assets is essential.

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