Library

HOW TO AVOID THE 4 MOST PAINFUL RETIREMENT MISTAKES
The rules and expectations of your retirement have changed. You are now contending with increased living costs, living a longer life, and likely relying on your own savings and assets to cover your bottom line.
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5 STEPS TO HELP ENSURE YOU WILL HAVE ENOUGH FOR RETIREMENT
For many years, financial planners have espoused general formulas for determining the amount of income retirees will need, the most popular being the “70 percent rule” which suggests that retirees will need to replace just 70 percent of their pre-retirement income to provide for their living needs in retirement.
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NOT RETIRING SOON? SAVE, SAVE, SAVE!
One of my clients recently took advantage of my offer to sit down with and advise his daughter.
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WE ARE IN CONTROL OF WHAT MATTERS MOST!
As an investor it sometimes feels like we have very little control of the things that are happening around us. It doesn’t help that these things can often have a great deal of influence on our financial wellbeing.
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RETHINKING DIVERSIFICATION
As a financial planner, one of my favorite words is “diversification.” Diversifying a portfolio essentially ensures that we don’t have all of our investment eggs in the same basket.
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