facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insights - What's on our mind

Should I Retire Early: 9 Questions You Should Ask Yourself First Thumbnail

Should I Retire Early: 9 Questions You Should Ask Yourself First

I am often asked by my younger clients and those in their mid-career stage (ages 50 - 60) whether or not they should consider retiring early. This is a great question to ask and unfortunately I don't have a straight answer for you. As with most things in life, the answer depends and it is a highly personal decision. In order to help clients assess their readiness for retirement, both financially and psychologically, here are some of the questions I like them to answer. While this list is not exhaustive, nor necessarily in order of importance, it will give you a good place to start on your path to deciding your retirement plans and will hopefully open up new areas for consideration and exploration. At the end of the day, the goal is to help you make the best retirement choices possible, for you, your spouse or partner, your family and your friends.

Read more...
How To Build An Emergency Fund Thumbnail

How To Build An Emergency Fund

One of the most important resources in your financial life is a well-stocked emergency fund, an account to tap when an unexpected event derails your financial plans. "The purpose of this money is that it’s like an insurance policy," says Jamie Ebersole, a certified financial planner in Wellesley Hills, Massachusetts. "You might not see a lot of return from it, but you're happy (it's there) when you need it."

Read more...