Financial planning involves deciding on your goals and devising a strategy to achieve them. In addition, you need someone who will check in on a regular basis and make changes to continue to ensure you are on track to meet those goals. … [Read more...] about VIDEO: Financial Planning is a Lifelong Process
Retirement Issues
Good News on the U.S. Cancer Front
We have written several posts concerning the need to prepare for a much longer life than most of us are aware. Looking to the age that our parents were when they died, or our current ages does not help predict the longevity that we will likely have. More evidence of this fact was recently … [Read more...] about Good News on the U.S. Cancer Front
Sundays and Retirement
I was fortunate to begin my professional career working at MetLife in New York City. The ability to secure a job after graduation was not easy and I was thrilled to be able to go into the city and begin my career. Now I won’t lie, I had visions of Mary Tyler Moore with a fashionable apartment and a … [Read more...] about Sundays and Retirement
Social Security – Real Facts
Every time I bring up Social Security estimated payments for the first time with either prospects or clients, the response is always the same: I am to receive “X” amount if there is any money left. It is a common fear that Social Security will not be solvent when you hit the magical age of … [Read more...] about Social Security – Real Facts
Retirement Video – Barry LaValley
Maureen and I had the opportunity to host an event with global retirement expert Barry LaValley awhile ago. Barry has become a friend of ours. Unfortunately, we did not have the foresight to tape the presentation. Fortunately for us, another financial advisor from New Zealand did tape the … [Read more...] about Retirement Video – Barry LaValley
The Impact of Inflation
When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of investing. In many cases, the reason for saving today is to … [Read more...] about The Impact of Inflation