What Is The Difference Between Financial Planning Before Retirement and During Retirement?
Financial Planning is really about achieving your financial goals. Being able to retire one day is almost always one of those goals. For young clients who are at the beginning of their careers (20s, 30s), retirement is usually not their primary goal. More often it is buying a house and paying off student loans. […]
How to Avoid Common Financial Scams in Retirement
As you approach 65, you might notice that suddenly you are the most popular person on earth, and if you are 65 already, then you have likely been popular for a while . . . to scammers and marketers that target retirees and seniors. Scammers are likely to be your new “best friend”, mailing, emailing, […]
Retirement Planning Doesn’t Stop At Retirement
Financial planning is really about achieving your financial goals. And, being able to enjoy retirement without outliving your retirement savings is usually the number one goal. But, without careful planning, it can also be the number one worry. As you approach retirement, having a well-thought-out plan for a successful retirement is crucial. This will […]
