Thank you, Doris for your amazing question. So… to answer this effectively, the truth is it is important to consider where you are at now in your plan for retirement. If you are under the age of 50 and you have a company 401k, NOW is the time to be extremely aggressive and use Dollar […]
How Can I Still Prepare for My Retirement in These Uncertain Times? Read More »
There are two formulas that are incredibly important when considering financial decisions. The first is TR (Total Return) = G (Growth) + I (Income). Total Return is something that we are all striving for. It is comprised of 2 different numbers, Income PLUS Growth. I would like to challenge you to look at your investment
What Is Important When Considering Financial Decisions? Read More »
This is an excellent question that so many soon-to-be retirees ask. The only solid answer I can provide to you is… “it depends”. Hear me out on this… some people believe that they need to hit a certain goal or number in their 401k before they “could” retire. Holding onto that number will set you
How Much Do I Need to Save for Retirement? Read More »
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