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Where Do You Stand? Part 2

Continuing our series on the three distinct mindsets of pre-retirees, let’s discuss what questions you should be asking if you think you have enough money to retire, but aren’t quite sure.

Where Do You Stand? Part 1

When it comes to retirement planning, people tend to have one of three distinct mindsets. This week, as the first episode in a three-part series, we’ll discuss the first of those mindsets. What can you do if you’re nearing retirement age and you just don’t know if you’ll have enough money, or you just don’t…

Uncommon Sense – Mental Mistakes To Avoid

Common sense is not quite as common as you might think, especially when it comes to your finances. Let’s talk about three areas where people tend to do the opposite of what is in their own best interest, and what you can do to avoid those missteps in the future.

Common Beneficiary Mistakes

Many people think that because they have a handful of legal documents in place, their legacy plan is complete. However, there are some small, commonly missed details that you’ll want to be aware of to make sure that your money is being passed down in exactly the way you intend.

2019 Retirement Checklist – Part 2

For Part 2 of this series, we’ll cover four more items that you should be making sure to discuss with your financial advisor to kick off the new year right and on track to reach your retirement goals.

2019 Retirement Checklist, Part 1

As we start this brand new year, let’s make sure that you’re on track for a successful and stress-free retirement. Isaac will give you the rundown on the most important things to focus on in your retirement planning checklist on this first episode of two-part series.

Types of Risk

You may have heard of a few types of financial risk, but how well are you taking them into account? On this episode, Isaac discusses five different types of risk that you should be aware of and how best to incorporate those unknowns into your retirement plan.

Keeping a Good Attitude – Part 1

Learn how to keep a healthy mindset in retirement in this first edition of Keeping a Good Attitude.

The Downfalls of Doing it Yourself

We know, it’s tempting to just plan out your finances by yourself. After all, it’s your life that’s being planned, right? However, DIY planning can often lead to DIY disasters. It’s likely you will need an experienced professional to guide you through a successful retirement, and to avoid some common mistakes that people make when…

Understanding Your Statements

What do people need to know about  things that they might see on their various account statements?  Isaac discusses some items that may not be clear to you.