Tag "retirement"

What’s On Your “Bucket List?”

  Why You Should Plan Now to Afford Your Dreams by David White | Contributor I once had a client who passed away about six months after retirement at age 65.  His wife told me, “He’d always promised me we’d travel

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Made in the Shade: Helping Your Assets Grow

  “Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett by Greg Morgan | Contributor As children, most of us were probably taught to “put some of your money into savings”

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Helping Your Nest Egg Go the Distance

  by Alicia Wanek A recent study showed that more than four in ten millennials are stressed about running out of money in retirement.  Imagine how many seniors have the same concern!  My grandmother once said if she met her Maker

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It’s Not Just a Financial Process

It’s a Human Process Planning for Retirement Requires Looking at More than Numbers What do you see when you envision your life after retirement?  Is it golfing every day?  Traveling the world?  Spending more time with the grandchildren?  Maybe you’re

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