When planning a vacation during retirement, it’s important to take into consideration your travel budget and financial capabilities. While many American’s choose to “charge” their trips with a mindset of…
DetailsEpisode 31 — Goal Planning for 2019
When looking back at 2018, do you feel you were properly prepared to deal the year’s challenges? Did you end up spending more than you needed to?
Today, Jim Black discusses why it’s important to set financial goals for…
Everyone has a different idea of what their retirement fairy tale looks like. For you, it may mean spending more time with your loved ones, taking up a new hobby,…
DetailsIf the idea of being your own boss and controlling your own earnings makes your heart flutter, your destiny may be to become an entrepreneur. Your experience in the job…
DetailsAccording to a study conducted by the Urban Institute and ProPublica, over half of workers over age 50 encounter a forced early retirement. This research also suggests that many of…
DetailsYou’ve worked hard and saved for years, and now the time has come to start utilizing your life savings. Even if you don’t need the extra income, the IRS requires…
DetailsCan you imagine a worry-free retirement? Well, developing a retirement budget can help you worry less and have more fun during your golden years. Additionally, putting a plan in place…
DetailsThe Week on Wall Street Stocks ended last week higher as volatility slowed, completing their best quarter since 2009. A Friday tweet from Treasury Secretary Steven Mnuchin encouraged investors, referring…
DetailsWe all make mistakes, some more than others. Some of these mistakes can lead to financial turmoil. If we continue to make them it could even lead to bankruptcy. If…
DetailsSometimes, visiting a financial planner can feel like seeing a doctor who’s only looking to prescribe a standard fix for your problems. At The Retirement Solution, associate planner Matt Perrone likes to bring a more warm-hearted approach to clients, and…
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