The planning methods and your parents used likely won’t get you to where you want to be in retirement today. So much has changed over the past 20-30 years that make it harder on pre-retirees today. Let’s look at how planning has shifted and what you need to be aware of with your finances.
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
Now that the first 100 days of President Biden is in the books, what needs to be on your radar in terms of financial planning? Chris shares his thoughts on some key policy proposals and what it could mean to clients.
Have you ever been speaking with a financial professional and felt like they were speaking in code? Today we’ll look at a few examples of what you might hear someone say and break the code by telling you what they really meant.
What does it take to build a portfolio for a client? Today we’ll take you through the process of how we create model portfolios and what goes into determining what portfolio will work for each individual.
On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
Investing now is much different than it was even 20 years ago and your retirement planning needs to evolve with it. Today we’ll discuss five different planning ideas that might have been solid at one point but don’t work as much under the current economy and market conditions.
