By Belinda Tsui, AIF, CFP® You’re in the final stretch and heading towards the finish line. After years of hard work, it’s time to reap the fruits of your labor and enjoy the rest of your life. If you’re within 10 years of retirement, using the checklist below and prioritizing these 10 things will help […]
Planning for your future includes so much more than just investment management. “A lot of people, when they come to us, they think the only thing that we do is investments, and we’re just another financial advisory firm. But after we go through our one-hour presentation they’re like, wow, I didn’t even know about those […]
When talking about investing, we always hear the buzzword “diversification”. It is commonly said that owning one individual stock is often more of a risk then owning multiple stocks. Many investors are taught that if you buy into ETFS/Mutual funds and own a basket of stocks that you will be much better off. Although we […]
“We hit 100 and we’re not stopping!” – Larry Heller CFP® Larry has reached his 100th episode of the Retire Right podcast, a huge milestone in podcasting. During these episodes, he has provided his audience with all kinds of valuable information on various topics based on retirement. Now, we’re taking a moment to reflect on […]
As you start to consider retirement, there are five extremely important planning steps to take before your retirement stage. Are you worried about what your life will be like in retirement? Do you think about whether you have enough money? Have you put all of the necessary plans in place? Keep reading to learn about […]
There’s a lot to consider when it comes to estate planning in the new year — especially when it comes to tax deductions.
Do I have enough money to retire? Here’s how much cash retirees really need, according to financial advisors
Have you ever asked yourself “Do I have enough money to retire?” With rock-bottom interest rates and fears of inflation, retirees may worry about their cash reserves and how much they need to have handy. Retirees may consider a buffer for living expenses to avoid selling their investments in a down market. But the exact […]