How Long Will a Million Dollars Last You?

The question everyone has about retirement is how much am I going to need? A million dollars seems like a magic number, but how long will it actually last you? We’ll go through a recent Yahoo! Finance survey and discuss how we help clients determine that number for their retirement.

By |2021-05-20T13:14:55+00:00May 20th, 2021|Podcast|0 Comments

Hindsight in 20/20 in Financial Planning

We all have some things we would have liked to differently in hindsight, especially as it relates to our finances. That might be especially true in 2020 as we all deal with difficult circumstances due to COVID-19. Here are some things we might hear about our planning decisions in hindsight.

By |2020-09-22T20:58:17+00:00October 15th, 2020|Podcast, Uncategorized|0 Comments
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