When we sit down with families across Metro Atlanta, one conversation happens more than any other. Someone in their 50s or 60s comes through our door, often feeling defeated, and says something like, “I wish I had a pension. I
We’ve all heard the horror stories. Someone retires with what they thought was a rock-solid portfolio, only to watch 2008 happen and see half their savings evaporate. They thought they were diversified. They had multiple funds, different managers, various ticker
As we settle into the new year, many adults are making a resolution to finally get serious about their retirement planning. Whether you’re seeking professional guidance for the first time or looking for a second opinion after years with your
Exploring modern strategies beyond traditional retirement planning. For decades, the 4% rule has been a foundational guideline in retirement planning, offering a seemingly simple answer to a complex question: how much can you safely withdraw from your retirement savings each
For many the dream of retirement often includes a specific age or timeline. However, as we talk to clients around the Atlanta metro area, we’re seeing a significant trend: more and more people are considering or finding themselves retiring earlier
Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to navigate. Here at Retire ATL, we understand that adult financial life rarely follows a straight
For many of our Atlanta clients, a significant question arises as they approach or reach age 59 and a half: “What happens with my 401K?” This milestone opens a new chapter for your retirement savings, removing the 10% early withdrawal
For many approaching or already in their golden years, the road to retirement often begins with a single question: “How much money do I need?” While the numbers are undeniably important – as we often say, they are “the engine
The Trap of Procrastination Many individuals postpone crucial financial decisions, especially during busy periods, leading to significant, lasting consequences for their future. Common excuses include “I’ll worry about my 401k next year,” or “I’ll review my savings after vacation.” Data
Many people dream of a secure and comfortable retirement. They work hard for years, building their savings. Yet, as that finish line approaches, questions often arise. A common one we hear is about debt: how much should we take into retirement,
Fill out the form below to get in touch with Vincent Financial Group.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
