As we age, we are increasingly confronted by those younger who insist on pointing out “things have changed,” and they, as part of the younger generation (which they take pride in telling us we are not), know a better way to go about planning for the future than we do. While certainly, there are new ideas out there all the time, the wisdom we have acquired through experience, hard work, and staying true to our core values brings more to the table than youth. Keep that in mind as you approach retirement. The need for safety in our savings only

While there is no way of predicting how things will play out in the financial markets in the coming months, allowing yourself to become distracted and unsettled by volatility will likely lead to rash decisions that can disrupt your well thought out long-term plans. Instead, stay focused on what you can control. This means sticking to your plan of making sure a portion of your money is safe from the volatility around you. Call us. We can work with you to make that happen. We’re always here to help.

We all want to eventually retire, and a dream for many would be to retire rich. Choosing when is the best time to retire is one of life’s big decisions, and one that requires thought before taking the plunge. While financial markets should never be the main driver behind this decision, they inevitably can have a huge impact. Call us if you are trying to determine if now is the best time. We’re always here to help.

After years of diligent saving, many retirees become unsettled by the volatility in the markets, along with the risk of the unknown. The free-floating anxiety that exists when questions like when should you start withdrawing funds, how much is too much, will you have enough money to cover unexpected expenses, what if you outlive your savings, etc, are asked, all give rise to legitimate concerns. Call us for guidance on options that may help alleviate some of these concerns in a way where income can be guaranteed, and where that income will continue and can’t be outlived. We’re always here