What solution provides the highest rate of return commensurate with the lowest amount of risk?
Consider these tips to keep your retirement goals in check and suppress your pre-recession jitters
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.
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?
Will I Be OK? How do you answer that? How do you know if everything is in order for your retirement? Well…it can be complicated; and the answer is never a one-size-fits-all solution…
Goals-Based Planning is the practice of establishing your financial objectives by examining what is important to you. Once you are able to define what is important to you, you will be able to cater your financial decisions accordingly…