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.
2021 is coming to an end. Have you taken these 3 financial action steps to prepare for the End-of-Year Deadline?
Longevity planning is becoming the new standard for financial planning. Retirement planning is no longer enough, it’s about financial wellness.
Companies, organizations, and investment funds make a difference in the world by fusing natural elements with man-made discoveries. Thanks to technology impact investments have gained substantial recognition because of its measurable investment growth. Today, impact investors are interested in business development and ecological advancements for improving the quality of life.
There comes a point in nearly everyone's life when they begin to wonder if they should continue to rent or make the step of purchasing a home - but through a global pandemic, low mortgage rates, and a crazy housing market into the mix, and it makes the choice a whole lot more complicated.
Lance Drucker, ChFC® & CLU®, was ranked #55 on Forbes NYC Best-In-State Wealth Advisors in 2021, developed by SHOOK Research. The list, which recognizes advisors from national, regional and independent firms, was released online February 11, 2021. Each year advisors are carefully selected based on an algorithm of qualitative and quantitative criteria.