Too often, permanent life insurance (also called whole life or universal life) is proposed as the best solution without giving any thought to first evaluating what your life insurance needs are
Should I claim my Social Security benefits now or should I wait until age 70?
By identifying a tangible goal that means something to us, this will only increase the probability of successfully funding that goal because we put more “emotional stock” into something we can relate to versus some arbitrary number.
You may not have noticed but, in our world of providing investment advice, there has been quite a discussion over the last nine years regarding how investment professionals conduct themselves on behalf of clients…
Precision and care are needed to make wise decisions and preventing irreversible, costly mistakes. There is nothing worse than feeling like you came up a little short, so would you take the same approach when planning your retirement?