A Good Financial Advisor Will Tell You...: Everything You Need to Know About Retirement, Generating Lifetime Income, And Planning Your Legacy
5/5
()
Currently unavailable
Currently unavailable
About this ebook
Related to A Good Financial Advisor Will Tell You...
Related ebooks
A Good Financial Advisor Will Tell You...: Everything You Need To Know About Retirement, Generating Lifetime Income And Planning Your Legacy Rating: 4 out of 5 stars4/5End Money Wond'ring! Rating: 0 out of 5 stars0 ratingsWealth Strategies: Investing for Your Retirement Rating: 0 out of 5 stars0 ratingsDollarlogic: A Six-Day Plan to Achieving Higher Investment Returns by Conquering Risk Ebook
Dollarlogic: A Six-Day Plan to Achieving Higher Investment Returns by Conquering Risk
byAndy MartinRating: 0 out of 5 stars0 ratingsNonSecrets of the Financially Secure: Earn More, Save More, Invest More, Give More & Spend Less - Volume 1 Ebook
NonSecrets of the Financially Secure: Earn More, Save More, Invest More, Give More & Spend Less - Volume 1
byOyenike AdetoyeRating: 0 out of 5 stars0 ratingsSimple Money: A No-Nonsense Guide to Personal Finance Rating: 0 out of 5 stars0 ratingsThe Case for Dividend Growth: Investing in a Post-Crisis World Rating: 5 out of 5 stars5/5Financial Planning for the Utterly Confused Rating: 3 out of 5 stars3/5Your Insiders' Guide to Retirement: The Practical Guide to Transitioning from Working to Retirement Ebook
Your Insiders' Guide to Retirement: The Practical Guide to Transitioning from Working to Retirement
byTroy B. DaumRating: 0 out of 5 stars0 ratingsThe 100 Year Savings Solution: How to Create the Financial Foundation for Yourself, Your Family, and Your Legacy Ebook
The 100 Year Savings Solution: How to Create the Financial Foundation for Yourself, Your Family, and Your Legacy
byRick SapioRating: 0 out of 5 stars0 ratingsRetired, Rich, And Going Broke!: How to Engage the Family Office Model to Build and Protect Your Wealth, Guard It from Prying eyes-Including the IRS-and Help the Next Generation Continue Your Legacy Ebook
Retired, Rich, And Going Broke!: How to Engage the Family Office Model to Build and Protect Your Wealth, Guard It from Prying eyes-Including the IRS-and Help the Next Generation Continue Your Legacy
byConrad TarteRating: 0 out of 5 stars0 ratingsThe Self-Made Millionaires Book Rating: 0 out of 5 stars0 ratingsThe Wealth Solution: Bringing Structure to Your Financial Life Rating: 0 out of 5 stars0 ratingsRetirement GPS: How to Navigate Your Way to A Secure Financial Future with Global Investing Ebook
Retirement GPS: How to Navigate Your Way to A Secure Financial Future with Global Investing
byAaron KatsmanRating: 0 out of 5 stars0 ratingsSummary of Sam Dogen's Buy This, Not That Rating: 5 out of 5 stars5/5Retirement Planning Guide Book: Expert Strategic Choices to Turbocharge Your Retirement Wealth Ebook
Retirement Planning Guide Book: Expert Strategic Choices to Turbocharge Your Retirement Wealth
byMatt KingsleyRating: 0 out of 5 stars0 ratingsHow to Control Your Financial Destiny Rating: 0 out of 5 stars0 ratingsAdulting 101: Money Edition - Your Step-by-Step Guide to Financial Freedom Rating: 0 out of 5 stars0 ratingsYour Fiscal Physical Rating: 0 out of 5 stars0 ratingsKeep It Simple, Make It Big: Money Management for a Meaningful Life Rating: 0 out of 5 stars0 ratingsInvesting for Beginners: For Beginners Rating: 0 out of 5 stars0 ratings401(k) & IRA the Basics: Your Life - Your Future Get Started Now Rating: 0 out of 5 stars0 ratingsSeven Wealth Secrets: Seven Little-Known Secrets 97% Don't Know Rating: 0 out of 5 stars0 ratingsThe Little Book of Main Street Money: 21 Simple Truths that Help Real People Make Real Money Ebook
The Little Book of Main Street Money: 21 Simple Truths that Help Real People Make Real Money
byJonathan ClementsRating: 0 out of 5 stars0 ratings7 Easy Ways To Make Big Money While You Sleep Rating: 0 out of 5 stars0 ratingsThe Truth About Money 4th Edition Rating: 4 out of 5 stars4/5Discover the 10 Secrets of Professional Property Investors: Solving the property investment puzzle for everyday people Ebook
Discover the 10 Secrets of Professional Property Investors: Solving the property investment puzzle for everyday people
byDaniel GoodwinRating: 0 out of 5 stars0 ratingsMoney off the Table: Decision Science and the Secret to Smarter Investing Rating: 0 out of 5 stars0 ratingsSmart Choices For Serious Money Rating: 0 out of 5 stars0 ratingsYour Financial Life Rating: 5 out of 5 stars5/5
Related podcast episodes
#284: Improving Your Financial Future - with Jeff Lestz: #Screwitjustdoit Q & A Podcast episode
#284: Improving Your Financial Future - with Jeff Lestz: #Screwitjustdoit Q & A
byScrew It Just Do It with Alex Chisnall0 ratings0% found this document usefulGREED or AMBITION? When is a "Strong" ROI Strong "Enough"? | Episode 198: Is it greed, or is it ambition? The difference is huge, but subtle. One leads to excellence, the other to ruin… yet, they can feel very similar. Here’s how to make the distinction, and avoid the devastation to your... Podcast episode
GREED or AMBITION? When is a "Strong" ROI Strong "Enough"? | Episode 198: Is it greed, or is it ambition? The difference is huge, but subtle. One leads to excellence, the other to ruin… yet, they can feel very similar. Here’s how to make the distinction, and avoid the devastation to your...
bySelf Directed Investor Talk: Alternative Asset Investing through Self-Directed IRA's & Solo 401k's0 ratings0% found this document usefulIs an Annuity Right for Retirement? Annuity Basics: Do you know the annuity basics? Over the next 4 episodes, we will explore annuities to see if they have a place in your retirement journey. We’ll discover how they work and if they can help you rock retirement all the way into your 80’s, 90’s,... Podcast episode
Is an Annuity Right for Retirement? Annuity Basics: Do you know the annuity basics? Over the next 4 episodes, we will explore annuities to see if they have a place in your retirement journey. We’ll discover how they work and if they can help you rock retirement all the way into your 80’s, 90’s,...
byRetirement Answer Man0 ratings0% found this document useful192 Planning for a Successful Retirement - Larry Swedroe, Author & Director of Research for Buckingham Strategic Wealth: I don’t know why exactly, but lately I’ve been hearing from my millennial clients their big concern about not being able to afford retirement. I’m talking 20 and 30 years olds freaking out because they have no idea how they’ll ever be able to save Podcast episode
192 Planning for a Successful Retirement - Larry Swedroe, Author & Director of Research for Buckingham Strategic Wealth: I don’t know why exactly, but lately I’ve been hearing from my millennial clients their big concern about not being able to afford retirement. I’m talking 20 and 30 years olds freaking out because they have no idea how they’ll ever be able to save
byMore Money Podcast0 ratings0% found this document usefulAsk Paula - I Don't Know How to Invest: #108: Former financial advisor Joe Saul-Sehy joins me to answer audience questions about investing strategies, early retirement, and tax planning. Whitnee calls in with this: I'm 31, and my husband and I save half of our combined income. We've maxed... Podcast episode
Ask Paula - I Don't Know How to Invest: #108: Former financial advisor Joe Saul-Sehy joins me to answer audience questions about investing strategies, early retirement, and tax planning. Whitnee calls in with this: I'm 31, and my husband and I save half of our combined income. We've maxed...
byAfford Anything0 ratings0% found this document useful#173 - Investment Risk Management for Regular People: Get ready for part three of our Retirement Investing series. On this week’s episode of the Retirement Answer Man, we’ll talk about risk management, types of risk to watch out for, and why the common approach to managing risk might not be a good... Podcast episode
#173 - Investment Risk Management for Regular People: Get ready for part three of our Retirement Investing series. On this week’s episode of the Retirement Answer Man, we’ll talk about risk management, types of risk to watch out for, and why the common approach to managing risk might not be a good...
byRetirement Answer Man0 ratings0% found this document usefulcreating the MANIFESTO of the Self-Directed Investor | Episode 165: What are the CORE BELIEFS of the true self-directed investor? This isn’t a touchy-feely notion. When it comes to the financial security of yourself, your family, of future generations… and of the world-changing causes you... Podcast episode
creating the MANIFESTO of the Self-Directed Investor | Episode 165: What are the CORE BELIEFS of the true self-directed investor? This isn’t a touchy-feely notion. When it comes to the financial security of yourself, your family, of future generations… and of the world-changing causes you...
bySelf Directed Investor Talk: Alternative Asset Investing through Self-Directed IRA's & Solo 401k's0 ratings0% found this document usefulTIP554: Mental Models for Successful Investing w/ John Jennings Podcast episode
TIP554: Mental Models for Successful Investing w/ John Jennings
byWe Study Billionaires - The Investor’s Podcast Network0 ratings0% found this document useful102: Leveraging Life Insurance to Build Tax-Free Wealth with Will Duffy Podcast episode
102: Leveraging Life Insurance to Build Tax-Free Wealth with Will Duffy
byThe Lifestyle Investor - Investing, Passive Income, Wealth0 ratings0% found this document usefulProtecting Your Cash: Evaluating Banking Safety and Viable Investment Alternatives: In this week’s episode, we delve into an important financial topic that affects us all: the safety of keeping your cash with banks. Join us as Jake and Gino explore whether banks are truly a secure place to store your hard-earned money. It’s no... Podcast episode
Protecting Your Cash: Evaluating Banking Safety and Viable Investment Alternatives: In this week’s episode, we delve into an important financial topic that affects us all: the safety of keeping your cash with banks. Join us as Jake and Gino explore whether banks are truly a secure place to store your hard-earned money. It’s no...
byJake and Gino Multifamily Investing Entrepreneurs0 ratings0% found this document usefulScarcity mindset & Dave Ramsey: On this episode, Jake and Gino compare a Scarcity Mindset with an Abundance Mindset. They dive into how it is important to maintain an Abundance Mindset when you are designing your long-term financial plan. Experts like Dave Ramsey and... Podcast episode
Scarcity mindset & Dave Ramsey: On this episode, Jake and Gino compare a Scarcity Mindset with an Abundance Mindset. They dive into how it is important to maintain an Abundance Mindset when you are designing your long-term financial plan. Experts like Dave Ramsey and...
byJake and Gino Multifamily Investing Entrepreneurs0 ratings0% found this document usefulHaving a Healthy Money Mindset and Becoming Recession-Proof with Chioma Njoku Podcast episode
Having a Healthy Money Mindset and Becoming Recession-Proof with Chioma Njoku
byBalanced Black Girl100%100% found this document usefulEp 150: The Confidence Trap | How risk affects your investments Podcast episode
Ep 150: The Confidence Trap | How risk affects your investments
byrich & REGULAR with Kiersten and Julien Saunders0 ratings0% found this document usefulRWH035: Learning from Warren Buffett & Charlie Munger w/ Chris Davis Podcast episode
RWH035: Learning from Warren Buffett & Charlie Munger w/ Chris Davis
byWe Study Billionaires - The Investor’s Podcast Network0 ratings0% found this document usefulHow Can Therapists Actually Retire?: An interview with David Frank, financial planner for therapists Podcast episode
How Can Therapists Actually Retire?: An interview with David Frank, financial planner for therapists
byThe Modern Therapist's Survival Guide with Curt Widhalm and Katie Vernoy0 ratings0% found this document usefulEpisode 354: How to Create Different Streams of Income and Why Budgeting Will Never Make Us Rich w/Natali Morris: We’re all told we should save more and spend less. However, while budgeting helps, does it build wealth? Why should we take a look at our assets and liabilities instead? And what should we do to pour our money in investments that generate income... Podcast episode
Episode 354: How to Create Different Streams of Income and Why Budgeting Will Never Make Us Rich w/Natali Morris: We’re all told we should save more and spend less. However, while budgeting helps, does it build wealth? Why should we take a look at our assets and liabilities instead? And what should we do to pour our money in investments that generate income...
byThe Boss Mom Podcast0 ratings0% found this document usefulEp 142: How we paid off $200K in debt Podcast episode
Ep 142: How we paid off $200K in debt
byrich & REGULAR with Kiersten and Julien Saunders0 ratings0% found this document useful025: Cultivating Financial Wellness with Kasey Stewart: Now that you’re in the real estate game, what’s your plan for your money? What are your plans for retirement? In today’s episode, in an interview-style episode, Monica and her guest, Kasey Stewart, talk about defining financial wellness, how to... Podcast episode
025: Cultivating Financial Wellness with Kasey Stewart: Now that you’re in the real estate game, what’s your plan for your money? What are your plans for retirement? In today’s episode, in an interview-style episode, Monica and her guest, Kasey Stewart, talk about defining financial wellness, how to...
byNAR’s Center for REALTOR® Development0 ratings0% found this document usefulDR 365: Budgeting Credit Cards, Maximizing a Fund's Returns and the Power of Subtraction: Today in episode 365, we look at the following three topics: Budgeting Credit Cards: How should we manage credit card debt in our budget? We'll look at the difference between credit cards we pay in full each month and credit card debt we are working... Podcast episode
DR 365: Budgeting Credit Cards, Maximizing a Fund's Returns and the Power of Subtraction: Today in episode 365, we look at the following three topics: Budgeting Credit Cards: How should we manage credit card debt in our budget? We'll look at the difference between credit cards we pay in full each month and credit card debt we are working...
byThe Dough Roller Money Podcast0 ratings0% found this document usefulShould you hedge your investments against inflation? 0 ratings0% found this document usefulWill My Social Security Benefit Be Impacted by My Divorce?: Does navigating this bear market in retirement terrify you? If so, you are not alone. No one can (or should try to) predict what will happen next. A financial advisor’s advice during bear markets is often ”stay the course,” however this... Podcast episode
Will My Social Security Benefit Be Impacted by My Divorce?: Does navigating this bear market in retirement terrify you? If so, you are not alone. No one can (or should try to) predict what will happen next. A financial advisor’s advice during bear markets is often ”stay the course,” however this...
byRetirement Answer Man0 ratings0% found this document usefulWhat is risk? 0 ratings0% found this document usefulOh, Behave! Behavioral Finance and Retirement: Are You Rational?: This month on the Retirement Answer Man show we are diving deep into behavioral finance. Do you consider yourself a rational person? Most of us think we are rational people, but according to Frederick Nitzsche rationality is impossible. However,... Podcast episode
Oh, Behave! Behavioral Finance and Retirement: Are You Rational?: This month on the Retirement Answer Man show we are diving deep into behavioral finance. Do you consider yourself a rational person? Most of us think we are rational people, but according to Frederick Nitzsche rationality is impossible. However,...
byRetirement Answer Man0 ratings0% found this document useful226: Automating Your Savings to Secure Your Best Financial Life with Anne Lester Podcast episode
226: Automating Your Savings to Secure Your Best Financial Life with Anne Lester
byLove, your Money - Wealth, Money, and Financial Advisor for Women0 ratings0% found this document usefulRWH015: Betting Better in Markets & Life w/ Annie Duke Podcast episode
RWH015: Betting Better in Markets & Life w/ Annie Duke
byWe Study Billionaires - The Investor’s Podcast Network0 ratings0% found this document usefulFriday Flight - Cable Comeback, Robinhood Retirement, & The $42 Billion Question #603 Podcast episode
Friday Flight - Cable Comeback, Robinhood Retirement, & The $42 Billion Question #603
byHow to Money0 ratings0% found this document usefulOwning & Controlling Resources - Personal Finance 17 Podcast episode
Owning & Controlling Resources - Personal Finance 17
byThe Secret To Success with Antonio T Smith Jr0 ratings0% found this document usefulHow Happy are Retirees? – Nate Miles: Don't drift into your retirement. Design it. Join us in the next Design Your New Life in Retirement group program starting April 26. - _____________________ - Who knows more about whether or not you're ready to retire? Podcast episode
How Happy are Retirees? – Nate Miles: Don't drift into your retirement. Design it. Join us in the next Design Your New Life in Retirement group program starting April 26. - _____________________ - Who knows more about whether or not you're ready to retire?
byThe Retirement Wisdom Podcast0 ratings0% found this document useful65. The 3 Financial Statuses are Chaos, Crusader & Happily Ever After. Which One Are You? Podcast episode
65. The 3 Financial Statuses are Chaos, Crusader & Happily Ever After. Which One Are You?
byFinancial Coaching for Women: How To Budget, Manage Money, Pay Off Debt, Save Money, Paycheck Plans0 ratings0% found this document useful092: Versus “The Gathering Darkness,” Part 1 - Support Ownership of Great Businesses By Understanding Words and Meaning Podcast episode
092: Versus “The Gathering Darkness,” Part 1 - Support Ownership of Great Businesses By Understanding Words and Meaning
byMindful Money0 ratings0% found this document useful
Related articles
Find Your Financial Wellbeing Planet MindfulArticle
Find Your Financial Wellbeing
Jul 6, 2022
4 min readYOUR 8 BIGGEST MONEY QUESTIONS answered! Woman's DayArticle
YOUR 8 BIGGEST MONEY QUESTIONS answered!
Feb 19, 2023
3 min readTrue Abundance: One Man’s Search for (Mindful Money) Meaning Best Self MagazineArticle
True Abundance: One Man’s Search for (Mindful Money) Meaning
Aug 14, 2019
6 min readRetiring At 30: How To Sensibly Handle An Early Fortune KiplingerArticle
Retiring At 30: How To Sensibly Handle An Early Fortune
Oct 21, 2019
In August 2019, Indianapolis Colts' superstar Andrew Luck announced his retirement at the ripe age of 29. He cited the injuries that have stolen his love for the game and the widely known health risks of professional football as his reasons for early
3 min readHow to Turn Your Retirement Savings into Retirement Income KiplingerArticle
How to Turn Your Retirement Savings into Retirement Income
Nov 27, 2020
I have been working a long time on retirement planning that creates more and safer income for retirees. So long, in fact, that I sometimes forget the subject is new to most investors. They get much of their financial information from their advisers —
4 min readShould You Buy an Annuity? KiplingerArticle
Should You Buy an Annuity?
Jul 26, 2019
Annuities are a popular retirement planning device. Sales broke a record in 2018, according to data from LIMRA. Yet, they continue to be misunderstood. There are several types of annuities, with fixed, fixed indexed and variable being some of the mo
5 min readThe 4 Most Common Retirement Mistakes Millennials Make with Money KiplingerArticle
The 4 Most Common Retirement Mistakes Millennials Make with Money
Nov 29, 2019
It might not come as news that we Millennials receive little respect for our financial skills. Having grown up in an era where the focus regularly fell on protecting individuals' self-esteem (e.g., participation trophies), I can attest we often rece
5 min readHow to Save Yourself from ... Yourself KiplingerArticle
How to Save Yourself from ... Yourself
Jun 22, 2020
As the coronavirus pandemic continues to challenge every aspect of our lives -- work, family, health and money -- it is imperative we all take a gut check on any of our portfolio exposed to the wild rides of the financial markets. A recap is importan
3 min readWhat Happens to You When Your Financial Adviser Retires? KiplingerArticle
What Happens to You When Your Financial Adviser Retires?
Aug 7, 2018
Fresh out of college, I entered the financial planning industry. In the first few years, like those who had come before me, I often heard age-based objections. Why would I trust a 22-year-old with my life savings? In the last few years as I've ent
3 min readDon't Play Favorites on Your Financial Team KiplingerArticle
Don't Play Favorites on Your Financial Team
Jun 7, 2018
Who is at the center of your retirement income plan? Do you decide randomly how to build your retirement, or do you choose the best options after careful thought and research? Most people would say they are thoughtful and decisive, but the facts ofte
2 min readAvoid These 3 Potential Pitfalls to Help Protect Your Retirement Income KiplingerArticle
Avoid These 3 Potential Pitfalls to Help Protect Your Retirement Income
Sep 24, 2019
Investing is a challenge at any age, but as you near and reach retirement, it becomes especially important to help avoid making mistakes. When you're younger, you have more time to recover from the loss you suffer on a bad investment or when the mar
5 min read3 Common Money Myths You Probably Believe KiplingerArticle
3 Common Money Myths You Probably Believe
Apr 3, 2018
If you want to build your wealth, it's never been easier to learn how to do that, thanks to the Internet. Anyone with an Internet connection can find the answers to just about any question in a matter of seconds. You can teach yourself almost anythin
4 min read10 Financial Commandments for Your 30s KiplingerArticle
10 Financial Commandments for Your 30s
Jun 14, 2019
5 min readCan You Think Your Way to Wealth? KiplingerArticle
Can You Think Your Way to Wealth?
Dec 2, 2020
For an extraordinary high achiever, such as NBA legend Michael Jordan, you could reasonably attribute his success to one of many things. His famous work ethic. His high basketball IQ. His shoes. But to His Airness himself, it was the result of a rele
4 min readMastering Wealth Business TodayArticle
Mastering Wealth
Sep 3, 2020
You earn. You manage. You protect. That’s easier said than done though. Especially under the circumstances when businesses and individuals alike have their eye set on wealth erosion and wealth protection rather than wealth generation. But wealth is r
2 min readTake The Personality Test Money MagazineArticle
Take The Personality Test
Sep 29, 2022
4 min readHow to Know You're in the Retirement 'Red Zone' KiplingerArticle
How to Know You're in the Retirement 'Red Zone'
Jun 18, 2019
Planning for retirement isn't necessarily based on what age you would like to retire. The primary consideration should be this: At what income can you retire comfortably? This is no minor matter -- you're replacing a paycheck you've received for man
3 min readDisaster-Proof Your Retirement Plan KiplingerArticle
Disaster-Proof Your Retirement Plan
Jan 29, 2018
We have become used to watching disasters recently, as hurricanes, floods, fires and earthquakes ravaged cities and changed lives. With every passing month, a new disaster replaces the old in the headlines. Many people who did all they could to prep
4 min read7 Tips That Will Make An Impact Money MagazineArticle
7 Tips That Will Make An Impact
Mar 31, 2022
3 min readTransitioning to Retirement Is Like Moving to a New World - Bring a Map KiplingerArticle
Transitioning to Retirement Is Like Moving to a New World - Bring a Map
Jan 10, 2019
Maybe you managed to pull together a down payment for your first house without some sort of formal savings plan. Many people do. Maybe you even got your kids through college without any real strategy for how to pay for it. It happens. So maybe you
4 min readDidn't Anyone Tell You Investing Rules Change in Retirement? KiplingerArticle
Didn't Anyone Tell You Investing Rules Change in Retirement?
Sep 4, 2019
If you're close to retirement or already retired, merely reacting to the latest bout of market volatility, viewing it as a warning, may not be enough. It's time to sit up and take notice, understanding what a larger potential correction could do to y
4 min readHow Women Can Achieve Financial Empowerment - and a Better Retirement KiplingerArticle
How Women Can Achieve Financial Empowerment - and a Better Retirement
Jul 29, 2019
The retirement years can be -- ideally -- among the happiest years of a married couple's lives. The sad reality, of course, is that ultimately one will be living without the other. Most often, it's the women who end up alone. Women generally outlive
3 min readDear Millennials, Learn from Boomers' Massive Money Mistakes KiplingerArticle
Dear Millennials, Learn from Boomers' Massive Money Mistakes
Apr 13, 2020
Dear, dear millennials. We get it. We messed up. We told you that if you got a college degree, and especially a graduate degree, you'd be set. You'd advance in your career, make a good living and probably do better than we did. That was our hope, a
4 min readDon't Live Your Retirement in Recovery Mode: Make a Plan for Success KiplingerArticle
Don't Live Your Retirement in Recovery Mode: Make a Plan for Success
Apr 13, 2020
So, you thought you had it all figured out. You were convinced you could keep all or most of your savings invested in the stock market, maximize your earnings and then, somehow, choose just the right moment to move your money to something safer.
3 min readMillennials: It Might be Time to Break Up with Cash KiplingerArticle
Millennials: It Might be Time to Break Up with Cash
Dec 18, 2018
While some in older generations have come to loathe traditional deposit accounts because of the disappointing rate of return over the last decade, many Millennials have spent their adult years hoarding cash, thinking it is the safest investment. Well
4 min readHow to Boost Retirement Income by Making It Safer KiplingerArticle
How to Boost Retirement Income by Making It Safer
Oct 4, 2018
One of my Baby Boomer clients asked for help with a retirement plan that would provide her with a specified level of "safe income" every month. She realized that she did not have enough put away to live off interest on U.S. Treasury bonds or savings
2 min readSaved Enough for Retirement? Well, That Depends KiplingerArticle
Saved Enough for Retirement? Well, That Depends
Sep 26, 2019
People frequently ask me how much money they'll need to retire, as if there's a one-size-fits-all dollar amount. They tell me $1 million is the number they hear most often, but sometimes it's $2 million or more. I tell them they're asking the wrong
3 min readDon't Let the Fear of Spending Spoil Your Retirement KiplingerArticle
Don't Let the Fear of Spending Spoil Your Retirement
Feb 8, 2019
If you have done any research on retirement, you have likely read that the No. 1 concern for retirees is that they will outlive their money. This is a valid concern due to several factors. Americans are living longer. Health care costs are rising.
4 min readAn Active, Full Retirement Depends On Proactive Long-Term Planning KiplingerArticle
An Active, Full Retirement Depends On Proactive Long-Term Planning
Mar 28, 2019
People are living longer, but how many are living well in retirement? When it comes to a retirement that's both enjoyable and financially secure, so much depends on how well people planned financially, and whether their income strategy was designed
4 min readEven the Experts Can’t Figure Out How to Plan for Retirement Income KiplingerArticle
Even the Experts Can’t Figure Out How to Plan for Retirement Income
Oct 10, 2021
An article in The New York Times this August, “How to Enjoy Retirement Without Going Broke,” is a reminder that experts — from Nobel Prize winners to financial advisers — are challenged by planning for retirement income. It also showed that those who
3 min read
Reviews for A Good Financial Advisor Will Tell You...
1 rating0 reviews