Do I Have Enough to Retire Comfortably?
You need to know how much money you’ll have when you retire to plan for this major milestone. These factors will help you calculate if you’re on track!
Client Profile: How We Helped a Couple Organize Their Finances & Plan for Early Retirement
Are you a professional thinking about early retirement? Discover how Strategic Financial Planning can help you make your dream a reality!
6 Secrets to Work Towards a Happier Retirement
Don’t just dream about achieving happiness in retirement…take your first steps toward the retirement of your dreams today!
4 Ways Business Owners Can Catch Up for Retirement in a Hurry
Owning a business is a lot like parenthood. In fact, research shows that brain activity when founders look at their own companies is similar to when parents look at their children. It makes sense. Just like with a child, you nurture your business to grow, succeed, and benefit your customers and clients, your employees, and society.
The Pros and Cons of Deferred Compensation Plans
Deferred compensation plans are a popular option for high earners. First of all, they can save professionals a lot of money during their working years—and in their retirement years as well. When using a deferred compensation plan, the professional can defer a portion of their income to the plan where it can grow tax-free.
If I Could Only Teach One Financial Lesson
With more than two decades in the financial services industry, we’ve come across many pieces of sound financial advice. You’ve probably heard some of them as well, such as the importance of living within your means, managing risk, and investing for the future. It would be wise to follow any of those lessons, but if we could give just one piece of financial advice, it would be to avoid procrastination.