Financial Plan

Protecting Retirement Income

Protecting Retirement Income

Ideally, no one wants to enter retirement during a prolonged and significant market decline. After all, a market shock reduces a client portfolio's value, diminishing the amount that can safely be withdrawn. There are levers that can be pulled to help increase your chances of meeting your retirement goals even during dips in your account values.

Financial Freedom With A Budget

Freedom comes from having a budget! A lot of people would say that is false because they think a budget is restrictive. Think about what is more restrictive. Not having enough money to buy groceries a week before pay day or following a budget that has accounted for grocery purchases for the entire month and having extra savings for emergencies?