Retirement Planning

Funding the nest egg is only the first step to a successful retirement. With advancements in healthcare and lifestyle choices, today’s retirees face a real threat of outliving their finances.

Front-End Planning Prevents Sleepless Nights. Life is messy – that’s a given – but when it comes to retirement, people want to know that their money will last regardless of what comes along.

A large percentage of Americans today struggle with understanding the financial ramifications of retirement.

Making your money last a lifetime. What does retirement sound like? For some it’s the click of pruning shears snipping a prized rose bush.

The Art of Advising Millennials. If the 2008 crash has done anything, it has changed the way a new generation of investors views financial planning.

Creating and Following a Worry-Free Path to Financial Security. Retirement investing isn’t for the timid. It takes careful planning, determination and consistency in the face of volatile markets

Building Trust Building Relationships. Maintaining a philosophy that listening is the key to earning trust while education and action is the key to keeping it.

Securing the investment business of millennials isn’t achieved by using the same hook as the one which drew their parents into saving and planning for retirement.

Understanding What Purpose They Support. Damian Rothermel CFP®, founder and financial planner of Rothermel Financial Services, LLC, believes in the bucket approach to retirement

Helping clients confront the financial realities characterizing today’s retirement – often longer and more active than those of previous generations – is a growing part of the job description for

These days, a lot of firms specializing in the administration of retirement benefits plans are using the word “mission” to describe their work in their promotional brochures.

Quality Trumps Risk in Long-Term Retirement Planning. Conventional wisdom tells us to subscribe to the buy-and-hold mantra of investing, and that investors should take risks in search of big