Imagine planning a cross country road trip, ala The Griswold Family. You’ll be gone for three weeks, and you’ll drive over 3,000 miles. You’re going to stop at every National Park, State Park, County Park, Town Park, and Theme Park. The first thing you’ll do in planning your trip is to layout a checklist of […]
How hybrid funds can serve targeted purposes
Source: https://www.financial-planning.com/news/how-hybrids-can-serve-targeted-purposes See Kevin’s take on hybrid funds on Financial Plannings’ Day 7 of their “30 Days: On Navigating The Growing World Of Choices For Client Portfolios” There is no one way to work with ETFs. Everyone’s financial goals are different, so we will match our approach with what those goals are. “We use passive funds […]
Top Mistakes People Make When Planning for Retirement
Imagine sky diving without a parachute, scuba diving without an oxygen tank, mountain climbing without rope. We can all agree it’s impossible and insane to achieve any of these pursuits without proper planning and equipment. The same is true of retirement planning; yet people continue to attempt to retire without a (proverbial) parachute, oxygen tank […]
6 Ways for Successful Individuals to Save for Retirement
Saving money is always a good thing. It creates financial security and helps us achieve goals that are important to us. But saving money comes with challenges. Most of us save in a random way, without a specific purpose, without an understanding of exactly how much is needed to achieve our goals, or knowing where […]
Retirement Planning for High Income Earners
Pre-Retirement You’ve worked hard your entire life, raised a family, saved diligently, and now retirement is a few years away. In the last 10 years, you’ve seen your assets grow significantly as the markets have rebounded and your savings rate has increased. So what can you do in the years preceding retirement to best prepare? […]
- 1
- 2
- 3
- …
- 9
- Next Page »
