The upheaval of 2020 has upended many financial plans, causing people to reassess their retirement strategies. More uncertainty lies ahead in 2021 with regard to COVID-19 and its effect on the economy. In this unstable setting, keeping a retirement plan balanced is essential, but many people are missing an important piece – a whole life… Continue reading How to Balance a Retirement Plan in an Unstable Time
Tag: retirement plan
Does Your Retirement Plan Pass the 3-Point Check-Up?
If you’re like most people, you started a retirement account like a 401(k) or IRA years ago because your employer offered it, or you were taught that’s what people do to save for retirement. But your financial goals and objectives have likely changed dramatically since then, as well as your tolerance for risk and surprises.… Continue reading Does Your Retirement Plan Pass the 3-Point Check-Up?
How to Leave A Lasting Legacy
While most of us aren’t world-class Olympic athletes, Oscar-winning movie stars or generals who command great battles, we still have a desire to leave some type of mark on this world. For many people, that desired action is leaving a legacy while financially securing themselves, their families, their causes and charitable organizations long into the… Continue reading How to Leave A Lasting Legacy