If you’re a high-achieving professional thinking of retirement, you’ve probably spent the last several decades diligently stashing away dollars for the day you finally get to exchange your briefcase for a beach towel. But how retirement-ready are you, really?
Most people want to maintain their current standard of living after they retire. That’s why they are saving and investing; to support their future spending. This video shows how focusing on how much wealth to accumulate, you should think about how much income your portfolio can support.
The one question on every investor’s mind is “How am I doing so far?” To arrive at relatively reliable answers, we have Monte Carlo Analysis. We employ this serious software to calculate the odds that any given financial plan will play out as hoped for.
A recent Lunch & Learn presented Larry Swedroe's Five Horsemen of the Retirement Apocalypse so that high-achieving professionals can be educated on the challenges and learn of anecdotes available to alleviate or mitigate them.
Our personal story highlights the value of working with an independent agent - not from any one product provider – so we could find the best insurance solutions. Being beholden to one company is not always in your best interest.
It is never too late for these six financial best practices to get you started in shoring up your financial life. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead by the time 2020 rolls around.