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March 8, 2022

7 Things To Look For When Choosing A Retirement Specialist

7 Things To Look For When Choosing A Retirement Specialist Building a financial advisory group consisting of qualified and trusted experts is an effective way to ensure your wealth is maximized and protected. Just as the medical world has specialists trained in the nuances of a particular illness or condition, the financial services industry offers… View Article

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March 8, 2022

6 Things Women Business Owners Can’t Ignore When Planning for Retirement

6 Things Women Business Owners Can’t Ignore When Planning for Retirement A comprehensive survey of women business owners by Transamerica in 2016 revealed that nearly 46% of the respondents said they were concerned that they would not be able to retire comfortably. Perhaps even more startling, 56% of female business owners surveyed indicated they planned… View Article

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March 8, 2022

How to Design and Customize Your Retirement Asset Allocation Framework

How to Design and Customize Your Retirement Asset Allocation Framework Generic, templated approaches to financial planning can work for some people during the “accumulation” phase of their financial lives. However, as a person gets within five to seven years of retirement, it becomes obvious that “one-size-fits-most” recommendations fall far short of the mark. That’s because… View Article

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March 8, 2022

Don’t Make These Simple Federal Employee Retirement Mistakes

8 Mistakes Government Employees Must Avoid if They Plan on Retiring in 2021-2022 “If you are a federal or state employee planning to retire in the next year, you should waste zero time planning your exit.”- George Politarhos If you are like most federal employees under the Federal Employees Retirement System (FERS), you have numerous things… View Article

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