retirement Archives - Page 3 of 5

The Great Resignation

Dana Mahoney2022-03-07T22:27:35-06:00March 6, 2022|Categories: Resource Center, Weekly Update|Tags: financial planning, insurance, investing, retirement, women|

The Great Resignation

The Great Resignation — a popular phrase referring to the roughly 33 million Americans who have resigned since the spring of 2021 — is far more than just a movement of people quitting their jobs. It’s a shift in the mindset of primarily Millennial and Generation Z workers, who are fed-up and looking for a change.

In our latest article, we take a look at the phenomenon that is The Great Resignation and unpack why people are resigning and how companies are addressing this unprecedented labor market issue. Download the article here.

Money Tips for Better Relationships

jmuch2021-06-07T23:17:49-05:00May 26, 2021|Categories: Resource Center, Weekly Update|Tags: financial planning, insurance, investing, retirement, women|

Money Tips for Better Relationships

Research suggests that 70% of married millennial couples argue about financial decisions. However, when couples work together to address their finances, they may be able to mitigate many of the problems money may cause in a marriage. Grab a copy of our new resource for 10 money tips to build better relationships. https://bit.ly/2RCJOtt

9 Crucial Steps to Ensure You’re Prepared for Retirement

jmuch2021-05-14T17:51:32-05:00March 26, 2021|Categories: Resource Center, Weekly Update|Tags: financial planning, retirement, wealth management, women|

9 Crucial Steps to Ensure You’re Prepared for Retirement

How do you envision your retirement? The answers to that question are very different and very personal for all of us. To help you prepare and decide how you want to live in your second act, you’ll need to cross some important items off your to-do list. Grab a copy of our handy checklist – organized the way we like to work with our clients – to help you visualize how far you’ve come and where you want to go. https://bit.ly/2Pm7S21

Insurance Golden Years

jmuch2021-02-18T10:07:13-06:00February 18, 2021|Categories: Resource Center|Tags: insurance, retirement|

Insurance Golden Years

As you approach retirement, preserving your assets requires more than a thoughtful investment strategy. You may also need insurance to protect you against an array of financial risks, especially health care. Grab a copy of our new article in our insurance series. https://bit.ly/3jSB3F7

The Great Spending Balance

jmuch2021-05-14T16:09:47-05:00January 15, 2021|Categories: Resource Center|Tags: financial planning, retirement|

The Great Spending Balance

Your financial life is a balancing act, strung between living in the present and preparing for the future. Saving for retirement may be a focus, but it could feel like you’re missing out on enjoying today. Read on for the 3 key areas where saving big and investing may make a substantial difference in both the present and future alike. https://bit.ly/3oGfpWe

8 Financial Goals for your 40s and 50s

jmuch2020-12-09T11:39:35-06:00December 9, 2020|Categories: Weekly Update|Tags: financial planning, retirement|

8 Financial Goals for your 40s and 50s

Our clients in their 40s and 50s are faced with many unknowns: How much longer do I want to work? How much longer do I need to work? How much do I need saved for retirement? Am I making good progress? There’s a lot to consider as you approach retirement, but we feel that there are 8 key things that almost everyone should have on their radar. We shared these points in a recent article, and we hope you find them useful. https://bit.ly/3ltL5fh.

What’s Your Number?

jmuch2020-10-08T12:50:05-05:00October 8, 2020|Categories: Resource Center|Tags: financial planning, investing, retirement|

What’s Your Number?

Most people will spend 30, 40, or even 50 years working toward retirement, putting a little away each month so that they can enjoy their golden years. But when it comes to retirement savings, how much is enough? There are a few key steps to the process, and we shared our thinking in a recent resource. https://bit.ly/3lhpSW4

Understanding Your Tolerance for Market Risk

jmuch2020-08-07T12:08:01-05:00August 7, 2020|Categories: Weekly Update|Tags: investing, retirement, wealth management|

Understanding Your Tolerance for Market Risk

March of 2020 was a good reminder that market risk can’t be taken lightly. Have you ever had your tolerance for market risk measured? If you haven’t, now may be a good time. Take a look at our recent article that explains why https://bit.ly/31fQkau.

8 Financial Goals For Your 40th Birthday

jmuch2020-06-03T14:46:48-05:00June 3, 2020|Categories: Resource Center|Tags: financial planning, retirement|

8 Financial Goals For Your 40th Birthday

For investors in their 30s, life can feel busy, hectic, and a bit disorganized at times. How do you focus your time and energy on the things that matter most? There are 8 key goals to focus, and we shared those ideas recently on our website. https://bit.ly/36Cb9PF

The Value of a Fee-Only, Fiduciary Advisor

jmuch2020-03-27T10:59:03-05:00March 27, 2020|Categories: Resource Center|Tags: financial planning, retirement|

The Value of a Fee-Only, Fiduciary Advisor

What makes financial advice “good enough”? Well, that depends on if your advisor is working under the fiduciary or the best interest standard. The good news is that as the client, you have the power to decide which standard is the right fit for you. We shared how in our recent article. https://bit.ly/fiduciary_advisor.