Each year, about two-thirds of Americans plan on making a financial-related New Year’s resolution for the year ahead, with just over 80% of them bailing on that resolution before January ends. Don’t bail on your financial resolution! Continue reading
Tag Archives: Retirement
Retirement Planning: Steps to Secure Your Financial Future
Retirement planning is an essential component of financial stability and peace of mind. It’s about ensuring that the years you spend in the workforce enable you to enjoy your later years without financial worry. Here are some factors that go … Continue reading
Constructing a Portfolio in Retirement
On this episode, hear Tyler Emrick, CFA®, CFP®, dive into these questions and, more broadly, how you should think about asset allocation — aka your “investment recipe”. Pay special attention to how aligning your financial life planning and your goals to your investment decisions is a critical step many misunderstand or overlook. Continue reading
The Early Years of Retirement: Navigating Healthcare, Finances, and Tax Strategies
Hear Tyler Emrick, CFA®, CFP®, dissect a client’s journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to offset their pre-Medicare healthcare costs. Continue reading
Retirement Nest Egg: Having Enough & Making Sure It Lasts
The emotions and questions seem to come from everywhere and out of nowhere as you inevitability approach retirement. Even the most prepared will ask, second guess, and then ask again: Do I have enough to retire? How do I ensure it lasts? Continue reading