Insurance policy

Retire at 65 … Or Not?

2016-12-14T17:06:52-08:00

Your assets matter more than your age. Isn’t 65 the traditional retirement age? Perhaps, but baby boomers are modifying the definition of a traditional retirement (if not redefining it altogether). The Social Security Administration has subtly revised its definition of the traditional retirement age as well. If you glance at the SSA website, the “full” [...]

Retire at 65 … Or Not?2016-12-14T17:06:52-08:00

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR

2016-12-14T17:06:53-08:00

Crucial questions & essential documents. The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map out a strategy for wealth accumulation or wealth preservation, you may find yourself intellectually and emotionally engaged on a level you hadn't anticipated. It may actually give you a better [...]

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR2016-12-14T17:06:53-08:00
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