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Five Life Stages of Financial Planning

Posted by Larry Jones on Jul 19, 2018 9:30:00 AM

The Road to Retirement: Do You Know What Stage You're In?

Retirement looks like different things to different people. If you are 62 years old and you've never saved any money, then retiring might seem unlikely. When you are in your twenties it seems like an eventuality that will never happen. How these two people will prepare financially for the day that they will not, or cannot work anymore, will look differently for each of them. I'd like to take a few minutes to discuss the different stages of your financial life, and what your financial approach should be in each of these stages.

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Topics: Retirement Planning

4 Steps to a Good Long Term Retirement Plan

Posted by Larry Jones on May 3, 2018 9:30:00 AM

 

Are you an optimist or a pessimist?

I believe that the vast majority of people are pessimists when it comes to religion and politics, but when it comes to their finances they are mostly optimists. The banker loves to sell you a variable mortgage because he knows that rates will go up, but you, being the eternal optimist, are sure they won't. We buy things on credit because we believe we'll have more disposable income next year than we do today.

But when it comes to retirement planning, it might be a good idea to take a "what if?" frame of mind as you make your decisions. Here are 4 areas that you should consider.

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Topics: Retirement Planning

Living A Successful Retirement

Posted by Larry Jones on Apr 24, 2018 9:30:00 AM

Retirement should be prepared for!

We spend a significant amount of time preparing for our working years. Our parents taught us the value of hard work. We may have attended several years of post-high school education. We worked hard on our job skills, and maybe even mastered the art of office politics, and all of this with a single goal in mind. We wanted to retire one day. We wanted to achieve financial independence so that we would be able to do what we wanted. And then the magic day finally came. We took our gold watch and strolled into the unknown: retirement.

And yet, studies have shown that the majority of Americans spend more time planning for their next vacation than for their successful retirement. Today, thanks to advances in healthcare, it's quite possible that you'll spend almost as much time in your retirement years than you did working!

Read More

Topics: Retirement Planning

The Five Life Stages of Financial Planning

Posted by Larry Jones on Jul 25, 2017 9:30:00 AM

The Road to Retirement: Do You Know What Stage You're In?

Retirement looks like different things to different people. If you are 62 years old and you've never saved any money, then retiring might seem unlikely. When you are in your twenties it seems like an eventuality that will never happen. How these two people will prepare financially for the day that they will not, or cannot work anymore, will look differently for each of them. I'd like to take a few minutes to discuss the different stages of your financial life, and what your financial approach should be in each of these stages.

Read More

Topics: Retirement Planning

4 Keys to a Good Long Term Retirement Plan

Posted by Larry Jones on May 9, 2017 9:30:00 AM

 

Are you an optimist or a pessimist?

I believe that the vast majority of people are pessimists when it comes to religion and politics, but when it comes to their finances they are mostly optimists. The banker loves to sell you a variable mortgage because he knows that rates will go up, but you, being the eternal optimist, are sure they won't. We buy things on credit because we believe we'll have more disposable income next year than we do today.

But when it comes to retirement planning, it might be a good idea to take a "what if?" frame of mind as you make your decisions. Here are 4 areas that you should consider.

Read More

Topics: Retirement Planning

Living Your Successful Retirement

Posted by Larry Jones on Apr 27, 2017 9:30:00 AM

Retirement should be prepared for!

We spend a significant amount of time preparing for our working years. Our parents taught us the value of hard work. We may have attended several years of post-high school education. We worked hard on our job skills, and maybe even mastered the art of office politics, and all of this with a single goal in mind. We wanted to retire one day. We wanted to achieve financial independence so that we would be able to do what we wanted. And then the magic day finally came. We took our gold watch and strolled into the unknown: retirement.

And yet, studies have shown that the majority of Americans spend more time planning for their next vacation than for their successful retirement. Today, thanks to advances in healthcare, it's quite possible that you'll spend almost as much time in your retirement years than you did working!

Read More

Topics: Retirement Planning

The 5 Life Stages of Financial Planning

Posted by Larry Jones on Jul 26, 2016 10:30:00 AM

The Road to Retirement: Do You Know What Stage You're In?

Retirement looks like different things to different people. If you are 62 years old and you've never saved any money, then retiring might seem unlikely. When you are in your twenties it seems like an eventuality that will never happen. How these two people will prepare financially for the day that they will not, or cannot work anymore, will look differently for each of them. I'd like to take a few minutes to discuss the different stages of your financial life, and what your financial approach should be in each of these stages.

Read More

Topics: Retirement Planning

The 4 Keys to a Good Long Term Retirement Plan

Posted by Larry Jones on May 10, 2016 2:24:00 PM
boat-828659__340.jpg

 

Are you an optimist or a pessimist?

I believe that the vast majority of people are pessimists when it comes to religion and politics, but when it comes to their finances they are mostly optimists. The banker loves to sell you a variable mortgage because he knows that rates will go up, but you, being the eternal optimist, are sure they won't. We buy things on credit because we believe we'll have more disposable income next year than we do today.

But when it comes to retirement planning, it might be a good idea to take a "what if?" frame of mind as you make your decisions. Here are 4 areas that you should consider.

Read More

Topics: Retirement Planning

Living a Successful Retirement

Posted by Larry Jones on Apr 28, 2016 3:26:00 PM

fisherman-591699__340.jpg

Retirement should be prepared for!

We spend a significant amount of time preparing for our working years. Our parents taught us the value of hard work. We may have attended several years of post-high school education. We worked hard on our job skills, and maybe even mastered the art of office politics, and all of this with a single goal in mind. We wanted to retire one day. We wanted to achieve financial independence so that we would be able to do what we wanted. And then the magic day finally came. We took our gold watch and strolled into the unknown: retirement.

And yet, studies have shown that the majority of Americans spend more time planning for their next vacation than for their successful retirement. Today, thanks to advances in healthcare, it's quite possible that you'll spend almost as much time in your retirement years than you did working!

Read More

Topics: Retirement Planning

What you don't know can hurt you!

As a fiduciary I am required to always act in your best interests, and as a professional planner, it's my job to be familiar with all types of possible solutions and financial vehicles. In short, I have no interest in selling any particular product or any affiliation with a particular company. I work for my clients.

Are you:

  • concerned that your tax bill is too high?
  • tired of watching your nest egg decline by significant amounts every 5-7 years?
  • wishing you could find more free time?
  • looking for ways to help protect yourself against litigation that could destroy all you have worked for?
  • worried that Uncle Sam is going to enjoy your retirement more than you are?

If any of the above describes you and you'd like to get a question answered then just click the button below and we'll be in touch.

Let's Meet!

p.s. we have the ability to meet virtually regardless of your location! Give us a shout!

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