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Five Risks of Retirement™

Five Risks of Retirement™

You’ve worked hard your entire life, and you’re finally ready to retire. But what if you’re not prepared for the risks that come with retirement?  It’s no secret that retirement is a major financial milestone. And like all milestones, it comes...
Retirement Planning Milestones

Retirement Planning Milestones

Retirement Planning Milestones: When to Seek Guidance Seeking retirement guidance can be helpful at any time, but especially at these milestones:  Age 55: If you’re retired, you may withdraw from some 401(k) savings plans without penalty Age 59 ½: Without IRS penalty,...
Seeking Certainty in Uncertain World

Seeking Certainty in Uncertain World

Seeking Certainty in an Uncertain World Written By: Chris Merchant, CFP® BFA® | June 2022 It’s natural for humans to want to make sense of the chaotic world in which we live. Finding certainty, real or imagined, makes us feel safe and confident.  But our desire for...
What is Wealth Management?

What is Wealth Management?

You may have heard the term “Wealth Management” tossed around, but what does it actually mean? Check out this week’s video feature with Chris Merchant, CFP® I wanted to take a moment to explain what is Wealth Management? Most of our clients might not...
Budgeting for Your Retirement

Budgeting for Your Retirement

Retirement planning requires determining your retirement expenses, and that starts well before you retire. Start your budget planning process at least five years before you plan to retire to help you determine whether you’ll have enough accumulated to actually afford...