Category: Retirement

5 Steps to Help You Find the Right Financial Advisor

Working with someone who matches your financial personality is key. Few partnerships may be more important in your life than the one you have with the advisor who helps determine your financial future and plan for retirement. And like any relationship, it’s important to set your standards when finding a compatible partner. Looking for a long-term relationship? Here are five simple steps you can take to make sure you find “the one.” You don’t have to go about it alone.  Much as you would with contractors doing work on your home, referrals can make a big [...]

Categories: Investing, Investors, Personality, Purpose, Retirement, Security|

5 Reasons Why Working with a Financial Advisor Pays Off

Investing on your own may not be the best option for critical life goals. Today, investing on your own is easier than ever. But is do-it-yourself the best approach for you? Before you embark on this journey solo, consider the key benefits that can be gained from working with a professional advisor. Benefit from their expertise and time Even if you devour the latest in financial news and your TV is constantly tuned to the financial networks, it’s hard to compete with the professionals when it comes to access and depth of information, and the time [...]

Categories: Investing, Investors, Personality, Purpose, Retirement, Security|

3 Things You Should Know about the FIRE Movement

You’ve likely heard of it, but may be asking yourself what FIRE actually is, and if it makes sense within your financial future. As the Millennial and Gen Z generations continue to shift their perspectives on work and happiness, the Financial Independence, Retire Early (FIRE) movement has… well… been spreading like wildfire. Here are 3 things you should know before you consider a FIRE approach to your retirement.  FIRE means saving aggressively.  The lure of retiring when you’re young and spending the greater part of your life exploring the world or pursuing your hobbies may be [...]

Categories: Investing, Investors, Personality, Purpose, Retirement, Security|

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