When choosing a financial advisor for retirement, most people focus on credentials, experience, and investment performance. However, there’s one question that rarely comes up in initial meetings – yet it could be the most important decision factor of all: “When
The financial services industry has a marketing problem. We see it every day when potential clients walk into our office, confused by all the fancy titles and marketing terms they’ve encountered. Everyone claims to be a “retirement income specialist” or
Imagine picking up your rental car, expecting to pay the quoted $99 daily rate, only to discover additional charges for fuel surcharges, delivery fees, and mileage overages. You filled the tank. You returned the car on time. Yet somehow, your
The Mindset That Separates Financial Success from True Wealth in Retirement The difference between being rich and being wealthy isn’t what most people think. It’s not about hitting a certain dollar amount in your retirement account or reaching a specific
When it comes to retirement planning, few “rules” get more attention than the famous 4% withdrawal rule. Recently updated to 4.7% by financial expert William Bengen, this strategy suggests that if markets average 9% returns and you withdraw 4-4.7% annually,
The Sentiment Trap: When Feelings Drive Financial Decisions Market volatility has everyone talking about recession fears and tariff impacts. However, we’ve noticed something troubling in recent client conversations—too many retirement decisions are being driven by emotion rather than strategy. JP
Running a successful band isn’t so different from managing your retirement planning. We discovered this firsthand when we had the opportunity to sit down with the award-winning country group Old Dominion at the CRS Country Radio Seminar in Nashville. Their
Market headlines are everywhere right now, and tariffs dominate the conversation. From conservative business owners raising prices ahead of cost increases to analysts predicting economic doom, the emotional reactions span the political spectrum. However, we’ve learned something important from working
Many investors believe they’ve solved the risk puzzle with a traditional 60/40 portfolio—60% stocks, 40% bonds. After all, we’ve completed risk assessments, balanced growth with safety, and followed conventional wisdom. However, recent market conditions reveal a troubling reality: your “safe
When we ask clients about their biggest retirement concerns, we consistently hear the same responses: healthcare costs, inflation, taxes, and market volatility. These are all legitimate worries that deserve attention. However, after years of helping Atlanta-area retirees navigate their golden
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