We all have our "blue sky" visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your "second act," you may want to consider some life and financial factors that can suddenly arise.
When considering your retirement strategy, how much thought do you give to how long you might live? It can be an uncomfortable reality to consider, but this shouldn't dissuade you from giving it some serious thought.
I cherish the role of trusted advisor because it allows me to focus on my unique ability as a listener, relationship builder and planner and it allows those that I care most deeply about - my family, friends, and clients - to focus on their own.
It's never too early to start thinking about life insurance. Waiting until your older or in poor health is never a good idea.
Life insurance is not a subject many people like to discuss but it is a necessity if you have non-negotiables in your life. Goals and aspirations that need to be accomplished no matter where life takes you.
Perspectives that are derived from our own life experiences and those of other clients lend color and context to the numbers and sophisticated strategies that we recommend and implement for our clients.