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?...
retirement income
For Effective Planning, Learn Your Retirement Income Style
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 or...
It’s always a good time to audit your retirement income strategy
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 way, when you...