We have worked with so many people over the years, transitioning them to the next “glorious" chapter - retirement. Often, we have found that there is a disconnect; "I will retire and finally do all those things I always wanted to do, but never did" - it will simply happen. The reality - you need to take steps to ensure a happy retirement. Follow these 3 tips to enjoy a happier retirement.
Making a "dangerous" amount of money is a real thing. If your income in 2021 was in the $150,000-$500,000 range you want to continue reading. If you're making $75k-$80k you probably have to have a pretty good handle on how much you're spending, how much you're saving and what is left over each month because you have to. There's not so much "extra" and so it requires you to be extra diligent about how you are spending your money (even more so if you're committed to a savings goal).
New parents and grandparents are often eager to start helping out their kids and frequently ask this question, “What is the best way to start saving for my child?” 🤔 While there is no one right or wrong answer, the type of account you choose could make a big difference! This article will break down two of the most common savings vehicles for children, 529 College Savings Plans and Custodial Savings Accounts.
I work with a lot of young professionals and there is a growing number of people in their 20s and 30s who want to retire early. You may have even heard the acronym FIRE before, Financial Independence Retire Early. Fortunately, it’s easier to work towards early retirement when you set out to do so at 20 vs 45 but there are also a lot of important considerations, and it takes some serious planning to pull this off successfully. ✔️
Today I am going to answer a frequently asked question... “What differentiates you from other firms?” This is always one of my favorite questions to get asked by a prospective client on a Right Fit Call; in part because of WHEN it is being asked.