“A goal without a plan is just a wish.” ~Antoine de Saint-Exupéry
Assess Life Insurance Needs
Long-Term-Care Protection Strategies
Americans are living longer than ever, thanks to advances in health care, improved diets and better exercise. This is great news of course. But, it also presents you with a significant financial challenge: making sure your money lasts as long as you do. The key is to start planning now. By giving yourself as much time as you can to implement a comprehensive financial plan – and to review it along the way – you’ll increase your chances of achieving a comfortable and secure retirement, and live the life you’ve dreamed of for decades to come.
Principles of Preserving Wealth
Have you ever wondered how much financial risk you can or should take?
Despite all the advances in technology, people still invest the vast majority of their financial assets using a combination of gut instincts, hunches, emotionally-driven decisions and “what we learned in college.”
Check this out: Riskalyze's patented Risk Number® technology objectively calculates an investor’s true risk tolerance, using a scientific framework that won the Nobel Prize for Economics in 2002. Try it below for free, to see if you're currently getting the most return for the greatest amount of risk that your lifestyle can handle.
Insurance Needs Assessment: For Empty Nesters and Retirees
What’s Your Investment IQ?
Perception vs. Reality
Keeping Up with the Joneses
It May Be Time for a Financial Checkup