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How to Put Purpose in Your Financial Planning

In Retirement, Wealth Management by Mission Wealth

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.

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The Future of Social Security

In Retirement, Wealth Management by Greg Smith

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.