Financial Planning

23 July

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Your 401(k) Is Just as Important as Your Health

in 401(k), Financial Planning, Retirement Planning

Author: Sarah Howard We have collectively experienced the impact the COVID-19 pandemic has had on the world. While it has shared similarities as other past pandemics, this one might as well be considered the most socially shocking. Being denied the ability to live our days as freely as we’re accustomed to has put a damper on our global mentality. Financially, we can absolutely recover as we have done many times in the past. Taking this pandemic day by day opens up the discussion of our futures, and inquires if we are as prepared as we believe ourselves to be. Rainy day funds...

12 January

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Top Benefits of Financial Planning for Retirement

Posted by David Macino

in 401(k), Financial Planning, Financial Services, Retirement, Retirement Benefits, Retirement Planning

[vc_row triangle_shape="no"][vc_column][vc_column_text]Do you feel stressed about the prospects of retirement? You're not alone. In fact, research shows that 15% of Americans have no retirement savings whatsoever. Even if you do have some money stashed away, are you optimizing your portfolio? Do you have enough saved? Will you be able actually to fund the retirement you want? There are numerous benefits of financial planning, and the right strategy can ensure you with a positive future. Let's get into what you need to know. Setting Your Goals Why are you working? No, really. Why are you hustling 40+ hours a week every week? Even if you love...

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