Last week, I called a long-time client to ask how he was feeling considering it was the first day of his retirement after working 42 years. He was obviously overwhelmed with excitement! I’ve made this call dozens of times over my career and it’s always exhilarating to share in the joy that comes when my clients enter the retirement phase of life. It’s no wonder the number one question I’m
Like most people, you probably have a vivid, exciting picture of what your ideal retirement will look like. Maybe it’s spending time with family at a beach house, crossing off the book titles that have accumulated on your to-read list, or finally being able to volunteer enough of your time to make a difference for your favorite charity. But there’s no doubt that the journey to retirement is long
In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or maybe you’ve been socking away money in an IRA, but without a doubt, you’ve been looking forward to your golden years. And I want you to enjoy those years without worrying about having to take out a reverse mortgage on your house.
You may have heard it called "green investing," or "values-based investing," but what do those terms mean? What is socially responsible investing? According to The Forum for Sustainable and Responsible Investment, sustainable, responsible, and impact investing (also called "SRI" or "socially responsible investing") is "an investment discipline that considers environmental, social, and
Have you ever wondered what other creative business owners are doing differently to defer taxes and save for retirement? No, I’m not talking about a 401(k), SIMPLE IRA, or a SEP. I’m talking about a plan that affords you the opportunity to take advantage of large tax and retirement limits that aren’t typically available in traditional retirement plans.