3 Ways a Retirement Planner Can Help You Plan for Retirement Savings

2 December 2020
Categories: , Blog

No matter what age you are, starting your retirement planning is essential. If you can start in your 20s, you will have more time and the ability to save money for retirement, but you can begin at any age. If you are unsure about how to begin or where to start, you can contact a local retirement planner. A retirement planner can help you save more for retirement in the following three ways. Read More

Beyond Financial Planning — 4 Keys To Wealth Management

16 July 2020
Categories: , Blog

Have you relied on financial planning to manage your growing portfolio and assets? If so, you may be missing key parts of the puzzle when it comes to actually managing accumulating wealth. In fact, wealth management includes financial planning, but it goes far beyond that. Here are the four key elements of good wealth management. 1. Financial Planning Financial planning is the most obvious part of wealth management. It includes creating financial goals, determining what's need to reach them, implementing goals, and checking back to see if the plan is on track. Read More

Beyond Saving Money: Tips for a Successful Retirement Fund

About Me

I have always been great at managing money. As the father of four children, I enjoyed passing my tips for saving money and investing for a great retirement onto my children. Recently, my youngest left home and I am now an official "empty nester!" I enjoy helping others learn to manage money so much that I decided to create a blog to share all of my money management tips on. My first tip is to remember that saving money is only half of the equation when planning for retirement. Another important part of building a successful retirement fund is investing that money wisely. I plan to share many tips on managing money wisely and making good investments on my new blog, so check back often for new tips!