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Retirement

Reducing Risk at the Point of Retirement

November 5, 2019

— One of the things we’ve been talking about with our clients every single time we meet with somebody is the crazy stock market run that we’ve been on. As you know we’ve been on a 10-year bull run in the stock market and we’ve hit all-time historic market highs. The stock market has never ever been higher than it […]

What is a ‘Where Do I Stand Plan’?

October 1, 2019

— A ‘where do I stand plan’ is a true second opinion or complimentary opinion on where you do stand for your retirement. Where do you stand in regards to what you’ve done for your retirement? Are you on track? Have you saved enough money? Have you addressed things like major market downturns, higher taxes, inflation, and healthcare? Are you […]