by junaidadmin | Sep 22, 2023 | Retirement
This post provides some insight as to what percentage of your portfolio should be in equities if you’re in retirement. For investors already in retirement, how well they answer that question may have big consequences for how well they reach their goals....
by junaidadmin | Jul 28, 2023 | Retirement
I’m often asked: “Is longevity a major consideration in my retirement planning process?” A little research on my part uncovered the TIAA Institute’s recent study which emphasizes an understanding of longevity is as crucial as financial literacy...
by junaidadmin | Jul 13, 2023 | Financial Planning
It’s a big myth that financial planning is something only the wealthy need to do. It doesn’t matter whether you earn $50,000 a year or $500,000 a year. No matter what your income and assets look like, you need to make the most of your money and resources....
by junaidadmin | Jun 1, 2023 | Retirement
The years leading up to retirement are among the most consequential in any person’s financial life — and nearly one-third of people choose to go it alone. A new GOBankingRates of more than 1,000 American adults found that 31% of 55- to 64-year-olds are not seeking...
