If you ask someone what he does for a living and he says he’s a dentist, there isn’t a follow up question. People know what dentists do: They clean teeth, fill cavities, perform root canals and remind you to floss to no avail. The same clarity does not exist for the financial planning professional.
You have planned for a successful retirement, saved and invested to support a com-fortable lifestyle. But have you thought about where you would like to live? The place you choose can play a role in your retirement success. There are many elements to consider for a healthy and happy retirement: • Engaging in a healthy lifestyle […]
I’ve heard the following words countless times from our clients: “Saving was the easy part.” Not at all discounting the discipline it requires to deny yourself the instant gratification most people naturally crave, but it makes sense when you truly ponder it. Once you set your mind on saving, the decisions you make about how […]