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“Am I ready to retire?” – is one of the most common questions since everyone wants to retire at some point. Let's learn how to identify the 'magic number' that you need to afford retirement.
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.
My mother and I were on our way to spend Thanksgiving with my grandparents. For some reason, my mother started telling me about IRA’s and the power of tax-free compounding (Thanks, Mom!).