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Retirement Financial Planner

Simplifying Your Relationship With Stock Options

Stock options can be among the most confusing aspects of the financial planning process. The subjectivity built into these programs will consider personal preferences, planning timing tactics, diversification, and tax efficiency. What kind of options do you have? The first step is identifying what type of option you have. It may be a good idea […]

Advice Only Retirement Financial Planning

Are Retirees Being Real?

The annual Retirement Confidence Survey consistently shows retirees’ expectations pre, and post-retirement may not always be realistic for specific areas of retirement planning. A realistic financial plan will consider all variables and any high-risk scenarios. Being real with expenses Expenses are one of the most disliked aspects of developing a financial plan. It’s almost impossible […]

Top 15 Retirement Planning Mistakes to Avoid

#1 Not having a rational process Having a rational process for decision-making helps maintain focus, reduces uncertainty, and ensures that everyone remains on the same page. Having a process translates to efficiency and usually results in more money spent AND less frustration. Having a process should allow individuals to internalize planning subjectivity and view the […]

12 Ways to Perfectly Time Your Retirement Planning

Choosing a retirement date is the final step before entering retirement. But for it to be a smooth transition, most individuals will need to coordinate benefits and potentially make last-minute adjustments to their financial planning retirement strategy. #12 Re-thinking the Retirement Budget Generally, retirees enjoy more free time once they retire. In many cases, that […]

Fiduciary Retirement Planner

How To Budget a Sustainable Retirement

Budgeting is one of the least liked parts of the perfect financial planning process. However, getting a real sense of essential and discretionary expenses in a privacy-protected manner may be far less complicated than you think. Tech now allows anyone to utilize software and quickly link up bank accounts. Your data is uploaded, and algorithms […]