Financial Articles

Are you over-saving for retirement? Are you under-spending once you get there? There’s a sweet spot for funding your retirement, but the reality is that many retirees haven’t found it.

Your income throughout retirement no longer comes in the form of a bi-weekly check from your employer. It’s now up to you (and your trusted financial planner) to ensure you have a consistent stream of money that lasts the rest of your life.

What if you viewed your financial wellness as a tiered pyramid, with layers that played into your overall financial security?

If you’re still sitting in cash after the fear-laden year of 2020, it’s time to get a plan. You probably can’t sit on the sidelines forever, and you definitely shouldn’t.

You may not have a ‘Black Sheep’ beneficiary, so to speak, but you could still have concerns about leaving a substantial legacy behind after you are gone.