Survey after survey indicates that running out of money is the biggest fear of today’s retiree. The longevity risk – thoughtful and strategic attempts by advisors and their clients to financially
- Matthew D. Edward
An Alternative Approach
Many people approach retirement with uncertainty. Some fear their savings will run out too soon, others worry their retirement plan will fall apart during an unexpected market downturn.
- Matthew D. Edward
Guiding The Transition to Retirement
Seniors want to enjoy the golden retirement years that follow decades of hard work and sacrifice.
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Jul 15, 18:11 pm
Outliving Money Can be Mitigated with Disciplined Spending
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Jul 15, 15:45 pm
An Alternative Approach
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Jul 12, 10:59 am
Guiding The Transition to Retirement
- Amy Armstrong
Dual approach to financial planning
In a volatile financial world where market crashes and scandals linger in the minds of investors, and the push toward greater fee transparency has industry watchdogs howling,
- Matthew D. Edward
Save for the Future, but Enjoy Today
Financial planning gurus often describe saving money in stark terms. Many suggest that the way to build your savings is to spend less each month and to realize that putting money away
- Jane Meggitt
Helping People Truly Enjoy Their Retirement
Everything revolves around helping clients to attain peace of mind in retirement. Financial planners often focus on retirement, but many concentrate more on what can go wrong instead of on
- Amy Armstrong
Centenarians: the new face of retirement planning
There’s a reason that greeting card companies have increased production of “Happy 100th” birthday cards over the last decade.
Longer lifespans mean retired people are in greater danger of running out of their money. That’s less of a problem when a financial advisor seeks to plan a client’s retirement
Men and Women Make Decisions Differently
They grew up during the worst economic straits the country had ever seen, then went on to defeat the forces of fascism.
- Jane Meggitt
Helping Clients Plan a Secure Retirement
When you’ve been in the financial advisory business for 40 years, you have a good perspective on what works and what doesn’t.
- Joel Kranc
A Customized Approach
The Florida-based wealth management team puts education above all else to ensure individual strategies are given to each client
- Matthew D. Edward
Understanding the Plight of Seniors in Transition
As seniors age and become less independent and in need of assistance, their adult children often face the difficult choice of whether to hire a home caregiver, or to even move their parents into
- Amy Armstrong
Each Retirement Plan Needs its Own Road Map
Hope for the best; plan for the future. When the years of planning for your retirement transform into the years of actually living out your retirement, expect reality to be somewhere in the middle.
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