There is nothing more important than family! How you plan for loved ones and how you plan your legacy is one of the most important parts of your financial plan. All too often folks don't take the essential steps needed to make sure their plans are in place. Are you 100% sure that your spouse, children and grandchildren will be taken care if something happens to you? Join us for a few minutes and listen in on our conversation. This could be one of the most important stops as you travel along your personal Retirement Roadmap.
There are a number of universal truths when it comes to retirement. These are important fundamental building blocks for retirement planning. All retirees and pre-retirees must make plans for many common financial challenges that need to be addressed in the retirement years. Take a few minutes to listen in as we discuss some of the “Universal Retirement Truths”. It might just help you as you travel along your Retirement Roadmap.
Are you on the same page as your spouse when it comes to money and retirement? It's not uncommon for husbands and wives to sometimes think and feel differently about a variety of issues that surround money. Listen in on our conversation for a few minutes as we discuss some of the differences that can come up from time to time for married couples as they try to stay on the same Retirement Roadmap.
If what you thought to be true turned out not to be true, when would you want to know about it? There are a number of misconceptions about Social Security benefits and this week we explore a number of these questions. Join us for a few minutes and listen in on our discussion. You might just discover a few critical facts that help you travel along your personal Retirement Roadmap.
Do you have “Financial Blind Spots”? Retirees and pre-retirees have significantly different risks then those in the working or “accumulation” years. Have you addressed these risks? Do you know what these risks are or could they be in your “Blind Spots”? Join us this week as we discuss these “Blind Spots” as you travel along your personal Retirement Roadmap.