OUR BLOG
To help you better understand your financial needs or assess your current investment and retirement strategies, we post a weekly blog. We hope you find these retirement and financial insight blogs helpful.
|
What if 1 Million Dollars Isn\’t Enough to Retire?
April 17, 2023 | Retirement Income Planning, Retirement Planning
If you are headed toward retirement soon, or you have just retired, you may find yourself wondering, \”Is my nest egg enough?\” It\’s a common question and one that causes a lot of people a lot of reasonable anxiety. Because retirement finances are much more about prediction than they are about facts and assurances, it… |
|
The Value of Doing Something in Retirement
April 14, 2023 | Lifestyle, Retirement
When you enter retirement, your first action may likely be to take advantage of the ability to do nothing. From your hammock swinging in the warm sun or cozy chair in front of the fireplace, you might be smiling, sipping your coffee, thinking, “I’m finally done with that nearly life-long daily grind.” But the bliss… |
|
Exploring The Difference Between an Investment and an Expense
April 12, 2023 | Financial Planning
In theory, the definitions of an investment or an expense are quite clear-cut. An expense, or cost, is simply the dispensing of time, money, or resources. An investment, while an expenditure, comes with the expectation of a return.[1][2] While the two ultimately have the same goal –to acquire a good or service—their intentions and outcomes… |
|
A Guide for New Photographers
April 6, 2023 | Lifestyle
Photography can be a great hobby to take up in your retirement. It’s a great way to encourage you to stop and smell the roses. With the advent of smartphones and advanced digital cameras, it can be very easy to point a camera at something and get an image you’re happy with. The computers in… |
|
Navigating Retirement as a High-Net-Worth Individual
April 3, 2023 | Retirement Planning
For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments.[1] As an HNWI, you may not be too worried… |
WHAT IS YOUR RISK NUMBER?
Capture your risk tolerance and see if your portfolio fits you.