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As a financial planner, I’m trained to ask you about your goals. Goals are a big deal in financial planning, as everything flows from there. Here are three questions to help shape your expectations of retirement.
One of the big financial decisions many people need to make is whether to take a lump sum payment from their pension plan, or to stick with the pension payments. Which is worth more?
By now you are probably sick of hearing about the importance of asset allocation – but you probably haven’t even heard much about the benefits of asset location. If asset allocation answers the question “how much of what should I own?” then asset location answers the question “where should I put it?”
When it comes to retirement planning, we’re taught to plan for the long term. Over many years, the markets should perform well and on average deliver a stable rate of return. However, there are risks that can quickly derail your chances of having enough saved for retirement.
Social Security is one of the most important benefits you can receive in retirement by providing you a stable income stream. Should you defer or collect your benefits as early as possible? In this article, we delve into this popular question.
When my wife told me she was pregnant with our first child, I was excited and nervous. But then I did something that would seem unusual to most people.