Financial Resilience Requires Planning Paul Fain, CFP® With approximately nine weeks remaining in the year, it is an opportune time to review your personal financial plan. I encourage you to take a “financial resilience” self-audit. Is your financial plan ready for the unexpected? Are you prepared for future shocks? Building financial resilience into your life…
For Effective Planning, Learn Your Retirement Income Style Paul Fain, CFP® It is a critical question affecting one-third of your lifespan: What is your retirement income style? There is not a “right” way to generate a retirement income. The key is knowing your preferences. For example, do you prefer the stability of a guaranteed income…
It’s always a good time to audit your retirement income strategy Paul Fain, CFP® Do you have enough money saved to retire? Are you financially independent from the need to earn a paycheck? This is some important math as the coronavirus pandemic has moved some workers into early retirement, voluntarily or involuntarily. Stated another…