If you are asking this question, you are not alone. A new survey from PWC, a global tax and business services firm, shows that baby boomers want to retire soon, but many have doubts about how to make that happen. Almost 60 percent of survey respondents say they want to retire in the next five …
Independent Financial Planner
Do I need a financial advisor in retirement?
Many people nearing retirement age wonder whether they would benefit from securing the services of a professional financial planner. The answer is, most likely, yes. A good planner, who is your advocate (a fiduciary advisor) in all things, can make a big difference. But the specific benefit for you will, of course, depend on the …
Hate thinking about money? Here’s why it’s still important.
From time to time, I hear people say something like, “Thinking about financial goals gives me a bellyache. Why would I pay somebody to talk about them?” If that’s how you feel, you’re not alone. Most Americans experience some level of anxiety, insecurity or fear about financial issues, according to the Northwestern Mutual 2018 Planning …
Hate thinking about money? Here’s why it’s still important.Read More
Why Bother with an IRA in 2019?
You probably hear from different sources that you should consider funding an IRA, but you may be wondering, why bother? Here are four good reasons: You can still contribute for tax year 2018 up to $5,500 or $6,500 if you’re better than 50 years old. You have until tax filing day in April 2019 to …
What Can I Expect From My Financial Goals for 2019?
Best new year greetings to all my friends and clients who take the time to read this. Thank you for your part in making 2018 one of the best in my professional career. I am blessed to work with wonderful clients, wonderful business partners and wonderful associates. Thank you all for the blessings you bring …
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What can you expect in the first meeting with your financial planner?
Your first meeting with your new financial planner is an important event. This is the person you’re trusting to advise you on matters that will materially affect your life and the lives of your family members for years to come. A productive first meeting is important to starting the relationship off right. Here are some …
What can you expect in the first meeting with your financial planner?Read More