How to Use Portfolio Concentration to Level Up Your Overall Financial Plan
When it comes to building wealth, we each come with our own set of goals and challenges. For some, investing in individual stocks is a way to seize opportunities for growth while staying aligned with their financial goals. But how do you make these concentrated investments work for you without taking on unnecessary risk? Concentrating […]
How to Retire Comfortably: Essential Financial and Emotional Tips for a Joyful Retirement
After working your whole life to reach your golden years — your retirement — the last thing you want is to cross the finish line and think to yourself, “Now what?” Retirement is often portrayed as the golden years of life, a time of freedom, relaxation, and fulfillment. Achieving this dream, however, requires much more […]
How Much Do You Need to Retire? Balancing Income, Risk, and Lifestyle
As you wind down into your golden years, you’ve likely been battling with the question of “How much do I need?” before you feel prepared to transition into retirement. That number largely depends on the amount you can safely withdraw from your savings accounts to support your lifestyle. From there, you can work backward to […]
What is Comprehensive Financial Planning? What You Need to Know
In today’s ever-evolving financial landscape, it can be difficult to stay on top of the trends and techniques that can help you build a sustainable and happy retirement. While you may know that you need to work with your financial planner to create a retirement plan, creating the most efficient plan for you and your […]
Explore Your Options: 9 Investment Alternatives that You Should Know About
By now, you likely understand that you need to be investing to grow your wealth. Your money needs to be working for you. However, do you know your investment options outside traditional stocks and bonds? In our increasingly complex financial arena, affluent investors are always seeking ways to diversify their portfolios and protect their hard-earned […]
What is the Best Small Business Retirement Plan for YOU?
When you run your own business, your days are filled with planning for your business’s future, ensuring you have an actionable plan that secures business success in the long term. It can be easy to put your personal financial planning aside – retirement planning is a distant concern, right? You likely began the venture of […]
Are YOU Retirement Ready? Health Insurance and Long-Term Care Insurance for Retirement
As retirement age inches closer and closer, you’re probably thinking about your retirement plans. You want to make sure you have enough money to cover your expenses and spending, you want to live a balanced life in your golden years, and you want to have estate planning in place to prepare for the transfer of […]
Buying vs. Renting a Home: What Gen X Needs to Know in 2024
As Generation X members approach retirement, the question of housing in retirement becomes much more significant than ever before. With many Gen X-ers looking to balance their desire for stability with their longing for freedom and flexibility, deciding on your housing in retirement is anything but simple. It isn’t just a financial decision, but a […]
Start Smart: 4 Accounts That Your Young Child Should Have
As a parent or grandparent, it can be a colossal task to save money for children and teach them about financial principles from a young age. You don’t want them to have to start from scratch the day they turn 18, but you don’t want to hand them a large lump sum and send them […]
Sudden Wealth Advice: 7 Fundamental Tips for the Suddenly Wealthy
Effectively managing your money – especially when it comes to large balances – takes diligent planning and strategic movement. We always hear the financial advice for those who spend their entire working lives saving up. Budget your income, save for emergencies, set money aside in retirement accounts, max out your employer match, etc… But what […]
