People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
What are the primary drivers of a happy retirement and overall wellness?
Retirement. It’s something everyone thinks about at some point in their lives. When I see or hear about the people who have retired most effectively, three themes stick out to me. Let’s dive into them.
How the magic of writing a letter could help convey your intentions to a beneficiary.
Let's look at the Monte Carlo analysis and what it has in common with your financial plan.
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
Retirement planning is a journey, and it is natural to have questions along the way. Here are some of the most important questions clients often ask me as a 401(k)-plan advisor.
Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.
