Welcome to the Retirement Café! Today we are going to talk about the power of having a statement of financial purpose and how it can help you improve your financial decision-making and well-being.
Welcome to the Retirement Café! Today we are going to talk about some of the reasons or excuses that families have for not participating in the Financial Planning process and what you can do to start moving forward.
Welcome to the Retirement Café! Today we are going to talk about predicting the future and why listening to predictions can be such an issue for so many families.
Albert Einstein once said, “Everything should be made as simple as possible, but not simpler.” Today we are going to talk about why the overabundance of financial information and technology tools may be preventing families from achieving financial independence versus helping them.
Welcome to The Retirement Café! Today we are going to discuss what is in the new Secure Act 2.0 which is part of the massive $1.7 trillion omnibus spending bill passed by congress at the end of 2022. Understanding the changes for those working and those retired is important so you can make good financial decisions in 2023 and beyond.
Theodore Roosevelt once said, “The more you know about the past, the better prepared you are for the future.” Every year the market has a way of reminding us of lessons taught in previous years. Today we are going to talk about what the market taught us in 2022.
Today we are going to discuss one of the most important areas of financial planning: Your savings rate. Understanding how to evaluate and improve your savings rate is a key to becoming financially independent and reducing overall stress around money.
Rising inflation rates and volatile stock markets are causing many investors to worry about the future of their investments. Today, we are going to talk about bear markets and some strategies you can use to not only endure but thrive during times of uncertainty.
Welcome to the Retirement Café! It’s a big transition when you leave the workforce to live off your savings, requiring an attitude adjustment. Today we are going to discuss some of the issues to consider when you flip the switch from saving to spending your nest egg.
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