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7 Retirement Considerations

7 Retirement Considerations

Thoughts from a financial advisor

When helping people get ready for retirement, financial advisors find the same issues come up over and over. Thinking ahead can spell the difference between a successful retirement with enough money and a stressful one with difficult decisions that you don’t want to make. Here are 7 retirement considerations that every investor should think about:

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What It Means to be a Fiduciary

What It Means to be a Fiduciary

Over the past year, there has been increasing buzz in the financial industry surrounding new regulation from the Department of Labor (DOL). The “Conflict of Interest Rule” proposed by the DOL seeks to apply a “fiduciary standard” to any financial advisor who makes recommendations about clients’ retirement accounts.

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What's your Risk Number®

What's your Risk Number®

Every person is unique and has certain characteristics and qualities that make them who they are.  In the same way, every investor has a unique tolerance regarding risk and reward that is frequently independent of age.

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Not Your Father's Retirement

Not Your Father's Retirement

Millennials may think it's too early to think about retirement, but not thinking about it could become their biggest regret down the road. This video helps guide Millennials with some basic retirement savings education and encourages them to take an active role in their retirement planning now to positively impact their future.

 

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Contribution Limits for Tax Year 2018

Contribution Limits for Tax Year 2018

Cost-of-living adjustments for next year

The Internal Revenue Service recently announced cost of living adjustments affecting dollar limitations for retirement-related items for the 2018 tax year. Detailed in Notice 2017-64, here are the excerpts directly from the IRS:

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Some Worries Going into 2018

Some Worries Going into 2018

Perspectives from a Seasoned Financial Advisor

By most investors, 2017 was a year filled with great highlights. The stock market performed well above its historical average, unemployment hit record lows, interest rates remained modest and volatility was practically non-existent.

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Putting 2017 to rest Year-end financial checklist

Putting 2017 to rest Year-end financial checklist

As we near the end of the year, it is time to look back at what has happened and determine how it will affect your financial future. Check off these important items so you can start the new year’s finances with peace of mind.

INCOME TAX

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Get In shape - Financial Fitness 101

Get In shape - Financial Fitness 101

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

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Infographic: Intentional Living and Retirement - Tips to Thrive in the Next Chapter of Life

Retire to Happiness-Tips to Thrive in the Next Chapter of Life

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Does your financial life align with your values?

Does your financial life align with your values?

When I meet with a new client for the first time, I feel it is important to spend the time to get to know them.  From a financial perspective of course, but even more importantly, from a life perspective.  I need to understand what makes them tick, what excites them about their life and their future. What is REALLY IMPORTANT to them!

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