What Do You Want Retirement To Look Like?

What Do You Want Retirement To Look Like?

by | Jul 5, 2021 | Financial Concepts

What Do You Want Retirement To Look Like? Typical Retirement Planning & Advice Set a spending budget Move to a cheaper state Prepare to live on less income once you retire Only live off of your portfolio interest Do not cut into your principal Take your social...
Balancing Act

Balancing Act

by | Apr 28, 2021 | Financial Concepts

The Balancing Act: Are You Truly Diversified? Everything in life… has to have balance.” —Donna Karan   Piggy Have you taken a “30,000 foot view” of your finances lately? Is it positioned for the growth, strength, stability and cash flow you desire? To help you...
Paying Down Debt

Paying Down Debt

by | Apr 28, 2021 | Financial Concepts

What are you focusing on? I want to share a quick story that provided valuable lessons for me, and I hope it will do the same for you. I had a couple in their 70’s reach out to me over the last month and ask for my help. I have thoroughly enjoyed working with this...