Our robust eMoney client portal is an incredible resource to help you see your entire financial picture in one place, store important documents, run reports, track spending, and more. I created a short video to show you how to access it, how it works, and how to take advantage of it. Check it out now!
As hard (and as long!) as you’ve worked to grow your wealth, attempting to DIY your financial plan may not be the best route. After all, developing strategies and tools to do that can be both daunting and time-consuming. This is where enlisting the help of a financial advisor could make a world of difference.
Are your finances keeping you up at night? Take the first step toward a secure future by scheduling a Q&A call with us!
Don’t you wish you could feel unquestionably confident about your finances? You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you financial success. And while there’s plenty of general advice you would be wise to take, your finances don’t exist in a bubble. They are an extension of you, your values, your dreams, and your life circumstances; as such, they deserve a personal touch.
You’re kicking back, margarita in hand, on some undisclosed tropical island, lying in a hammock near the beach. This is the way it’s supposed to be—retirement at its finest. You worked hard for this, and you are going to enjoy it! At least for a while, before retirement bliss is met with some retirement risk realities. Be ready for whatever life throws at you. Here are a few common post-retirement risks and how to prepare for them.
My curiosity and love for the financial world started at the ripe old age of 15! That’s when my grandfather approached me, asking me to help take care of my grandmother when he was gone. He had the foresight to plan ahead and chose to prepare me for this task by teaching me and modeling for me a life of responsible financial choices, the importance of avoiding debt, and saving for the future. I didn’t realize at the time that a) this was an immensely valuable gift, and b) he unknowingly set me up for a decades-long career doing the same for others.
Are you asking your financial advisor the right questions? What you should be asking before getting started.