If you’re new to my blog, please start here.
Financial advisors are encouraged to identify who their “ideal client” is. The idea is that it’s just impossible for a financial advisor to be effective if he or she serves a wide variety of different types of clients. Here is my definition of an ideal client for my firm.
Inflation erodes the rate of return on your retirement portfolio over time. Some investments are affected more so than others by rising prices. However there are solutions available to help you win the fight against inflation.
Persistence can drive people to accomplish incredible feats, but it is also of the main reasons people run out of money in retirement is this mindset. Learn how to avoid running out of money and organize your retirement savings.
Although retirement is amazing, retiring, on the other hand, is difficult. Most people spend 40-odd years working hard and saving up for the chance of enjoying their retirement. Is a reverse mortgage a wise decision?
Planning for retirement is no easy task. Here is how to narrow down your choice in financial adviser since it has a long-lasting impact on your future, and it’s important that you know as much as possible before making a decision.
When I was young, my father often lectured me on the importance of finding a job with good retirement benefits. His favorite subject was pensions, but are they the magic bullet we have been promised?