It’s a question I've started asking myself. Sure, I’m 47 years old. I’m not set to retire for a while by society’s standards, but why should I stop doing what I enjoy? Many people hate working 9 to 5 and can't wait to retire. But, I love my job! I love getting up each morning and serving the needs of others.
It's no surprise that money is the biggest source of stress for Americans. In fact, a survey by the American Institute of CPAs found that more than half of Americans with debt say that it's negatively impacted their lives. If you want to take control of your finances, here are five easy tasks that can help get you moving toward financial health and growth.
For years, you have tucked away a portion of your income, saving and investing along the way. But now that you’ve grown your assets, it’s time to start drawing on your accounts. While this may appear to be a simple matter of selling a particular stock, there is something of an art to taking distributions. Determining which assets to liquidate, and when to do so, requires careful analysis of
You often see the commercials on television today asking the question, “What’s Your Number”? What they are really referring to is the notion of how much money do you need in order to be able to retire. It’s funny that most people we talk to today don’t really call it retirement. They really think about the term of making work optional. This means having the ability to do what they want when
Retirement planning is the process of evaluating your current financial standing and creating a strategy for helping you achieve your desired retirement lifestyle. It is about matching goals with financial realities, with a focus on providing a lifetime of income after your last paycheck.
Congratulations! After years of hard work, you've made it to retirement! Here are some things to consider to help keep your retirement running smoothly.
You've almost made it! The finish line is clearly within sight! As your excitement grows surrounding your upcoming retirement, make sure you've reviewed these "to do" items to help you stay on track to reach your retirement goals!
There’s a lot to consider as you prepare for retirement, so it’s wise to begin planning well ahead of time. Here are some items to consider to help you stay on track for the retirement you envision.
In this video, I share part of the process I use to pick stocks, companies, and industries to invest in. You will learn how I identify changes in our post-COVID world and ways to help you discover and invest in the companies that are changing our world. Technology is leading the way to the new ways we will educate and do business in the coming weeks, months and years. Finding leaders in the
Fact: 50% of every invested dollar today is placed in index funds and exchange-traded funds (ETFs)
