Financial Planning

The devil's in the details – especially when it comes to planning a fulfilling retirement.

As you look for ways to elevate your financial success, make note that while you can find value from public “experts”, take this information with a grain of salt.

Planning for retirement involves asking the big questions, such as: How do I protect and grow my savings? Or, do I have enough? Beyond this, however, you have other factors to consider, both financial and non-financial.

Have your financial mistakes made you a better financial decision-maker? You won’t always make the perfect choice, but you can always learn from your experiences.

Are you overemphasizing any financial concerns before you’ve secured your retirement foundation? With a comprehensive framework, you can put more time and energy toward what is in your control, and focus less on what isn’t.

You don’t need to do countless hours of research to become a successful investor, but it's helpful to be familiar with financial market history, including booms and busts.

The problem with “proxies” (financial-related in particular) is that false ones can lead to misleading or inaccurate results.

Your most important retirement planning decisions rely on timing. While long-term performance is certainly front of mind for your investments, before anything else, you must pay attention to the “when” questions.

A defense-first mentality is what often sets NBA Championship teams apart from the rest. For you, this same mindset can be applied to wealth-building.

Your unique financial circumstances should ultimately determine the retirement guidance you follow. However, when you do consume retirement advice from the media or elsewhere, there are also several myths to be aware of.