Good Financial Reads: Advice for Retirement

2 min read
July 30, 2021

Advice for retirement

Retirement Readiness Checklist

by Matt Elliott, Pulse Financial Planning

When and how to retire may be one the largest financial decision you will make. This generates many new financial questions you may not have dealt with before:

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“Directions” for your retirement journey!

by Kevin Clark, Plan Confidence Corp

Earlier this week I packed up my car, got a coffee and drove from Sarasota, FL to Chicago, IL with my 15 year old daughter.

Now, I have made this drive many times when I used to run the “day to day” business of my financial advisory practice for three weeks in FL and spend one week in IL running all of my client appointments.

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Living Longer – What Does It Mean for Retirement Planning?

by Phil Weiss, Apprise Wealth Management

Many of us are living longer than previous generations. As a result, we must plan to fund our lifestyle for more years. Retirement planning helps us put the resources in place to maintain the desired quality of life in retirement.

While the gap narrows as we age, women also tend to live longer than men. Plus, on average, women are younger than their husbands. This magnifies retirement risks for women.

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How to Make a Retirement Income Projection for Your Plan

by Massi De Santis, DESMO Wealth Advisors

Most people contribute to their retirement savings on a more or less regular basis through IRA accounts, 401(k) accounts or similar, and taxable accounts. But what does that savings mean in terms of the retirement income that you can expect it to deliver when you retire? Are you contributing enough for the retirement you want? Will you have enough by your desired retirement age? Or when will you accumulate enough to sustain your needs in retirement? 

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So You Want to Retire Early, Here is What You Need Know

by Massi De Santis, DESMO Wealth Advisors

More and more people are trying to redefine retirement. Many are young professionals with good income trajectories and excellent savings habits. Their goal is to get Financially Independent and Retire Early, ideally sometime in their forties (the “FIRE” movement).  The key question for them is: when will I be ready to make the leap?

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Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.