Good things come to those who wait. It is an expression that is used at both the most auspicious and inauspicious times. Consider, for example, a job promotion. You’d likely say the expression after you’ve worked…
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As a financial professional, my conversations with clients often center around retirement goals and dreams. When we really think about what retirement is, it’s not just about doing all the things you enjoy most, it’s actually…
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We get it, life gets crazy and many of our clients don’t have time to focus on their own personal financial situation. That’s why we wanted to share the term “Personal CFO” with you. It’s a…
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A recent survey found that 17% of people were very confident about having enough money to live comfortably through their retirement years. At the same time, 36% were not confident.¹ Congress in 2001 passed a law…
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Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would…
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