One of the most important retirement plan questions we help our clients answer is, “How can I best use my savings and retirement money?”. We present three ways to incorporate more purpose into your financial and retirement plan.
How to Put Purpose in Your Financial Planning
One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be to keep working and growing that nest egg as long as you physically could. Check out this article as we discuss three ways you can start planning to build a sense of purpose in your financial plan.
The Future of Social Security
Social Security is a pay-as-you-go system, which means today’s workers are paying taxes for the benefits received by today’s retirees. However, demographic trends such as lower birth rates, higher retirement rates, and longer life spans are causing long-run fiscal challenges. Read this article to learn what you should know about the program’s future.
10 Years to Retirement – Top Five Considerations
Do you have more than 10 years to go until you retire? We’ve put together our top five things to consider prior to retirement so that your advanced planning can go a long way.
How to Convert Savings to Retirement Income
Ensuring adequate and reliable retirement income can be a common challenge. In this article we explore some key considerations if you’re looking to convert savings into retirement income. Read the article here.
Investment Planning Throughout Retirement
Investment planning throughout retirement is not the same as investing for retirement and, in many ways, is more complicated. This article discusses some important factors that you may wish to consider when planning your retirement investments.
4 Things to Consider Before You Relocate for Retirement
It can be difficult to decide whether or not to relocate during retirement. This article includes some things to consider, whether you choose to stay where you are now, or opt to relocate to a new dream retirement destination.
Saving for Retirement and College at the Same Time
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? In this article, Jeff Avila explains how to reach both goals if you make some smart choices now.
Rethinking Your Pandemic Charitable Giving Strategy
The pandemic has created economic and health care challenges that continue to stretch our resources. But how does all of this affect how we give charitably? We’ve highlighted our top 4 tips for giving during a pandemic.
Estate Planning 101: Planning, Preparation and Process
Many of our clients have questions in regards to settling an estate after a loved one has passed. In this article, client Advisor Amanda Thomas shares her Estate Planning journey, discussing how she settled a family member’s estate after they passed. Click here to read more.