It seems like the financial media is constantly reminding you that you haven’t saved enough and that you won’t have enough money to experience an Incredible Retirement– doing what you want, when you want. So, what’s the right amount of money to have? For many, $1 million dollars sounds like a pretty good goal. But is it enough? The answer is yes, … Read More
A Retirement Story: Estate Planning
Estate planning is a large part of preparing for your financial future and legacy. But, in truth, it’s complicated, and if you don’t work with professionals you may miss a small detail that has big implications later on for yourself or your family. Take this story, for example, which illustrates how leaving your family an inheritance can quickly turn into … Read More
What is the best retirement income strategy for you?
I recently came across an online article in Forbes. The author is a well-known retirement researcher claiming yet another “best” retirement income strategy. So which strategy is best for you?
A Retirement Story: Living an Incredible Retirement
No matter how you choose to define your incredible retirement, make sure you stay active and involved. By doing so, you are guaranteed to lead a life filled with purpose and passion! This story is how one client of ours achieved his incredible retirement. Several years ago, John accepted an early retirement package. About six months into retirement, he called … Read More