Tag Archives: second opinion

The Retirement Mindgame

Your outlook may influence your financial outcome. What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement?   A whole field of study has emerged … Continue reading

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Avoiding the Money Pitfalls of Past Generations

Take these financial lessons to heart.    You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that.   Live below your means and refrain from living on margin. How … Continue reading

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Can We Afford to Live to 100?

Our increased longevity poses a retirement planning challenge. Some of us may retire at 65 and live to 100 or 105. Advances in health care may make this a strong possibility. The corresponding question is: will we outlive our money? More … Continue reading

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Should We Reconsider What “Retirement” Means?

The notion that we separate from work in our sixties may have to go.    An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network … Continue reading

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How To Talk To Your Family About Your Estate Plan

If you’ve created an estate plan, you are one step ahead of half of Americans who have yet to do any estate planning at all. But there may be a crucial step that you are unknowingly neglecting, and that is … Continue reading

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Does Someone You Know Need a Financial Second Opinion?

You don’t have to be neck-deep in the financial field to know that the markets have been at all- time-high levels recently. Did you know that since the November 2016 election, we’ve had over 50 record-high market closes? Many investors … Continue reading

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