Life doesn’t slow down for anyone, which means there is always plenty of change to keep up with. And when it comes to your money, there are two things that bring that change. First, the markets, which are volatile and confusing, can cause ups and downs in your savings. Second, life transitions and milestones can alter your priorities, causing you to reevaluate your strategies to make sure your … [Read more...]
Is Anyone Paying Attention To Your 401(k)?
How much time do you spend planning your 401(k)? If you’re like most Americans, you spend more time planning vacations, instead of planning for retirement. This lack of planning can lead to being ill-prepared for retirement. Luckily, there are a few methods that you can apply to your 401(k) that will ensure a healthy retirement fund. Consistently contributing to your account, being aware of the … [Read more...]
How Does Your Retirement Savings Compare To Your Neighbors’?
By nature, we have a tendency toward comparison. When we feel we’re doing better than our neighbors, literal or figurative, we pat ourselves on the back. On the other hand, when there’s a part of our lives where we are not quite up to par, we quickly believe the grass is greener in someone else’s yard. But truth be told, this tendency isn’t always a bad thing. Comparing apples to apples can … [Read more...]
What We Do And How We Can Help
The closer you get to retirement, the more the excitement builds. Unfortunately, questions and concerns can often grow too. You may find yourself wondering when to step away from work or if you have enough money saved to last the rest of your life. You might be curious about creating a Social Security or withdrawal strategy or worry about how a market downturn could change things for you. The … [Read more...]
Why I Became A Financial Advisor
Financial advising is in my blood—so much so that it wasn’t even really a question of whether or not I’d spend my life helping others with their finances. My father has been in the financial services industry since before I was born, and since we all know that in parenting more is caught than taught, I caught the finance bug, followed in my dad’s footsteps, and have never looked back. The … [Read more...]
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