Imagine two brothers. Both have a million dollars. Both retire with identical portfolios. Both spend the same amount every year. Both live the same number of years. One brother ends up with over two million dollars. The other runs out
When we meet with prospective clients at our office, we often hear a familiar refrain: “I’m not paying any fees in my 401(k).” Just recently, a client from Johns Creek came to us with this exact concern. He’d been listening
The Danger of Retirement’s “Magic Number” We see them everywhere—headlines declaring exactly how much money you need to retire. Northwestern Mutual’s latest survey suggests adults think they need about $1.4 million to retire comfortably. While we appreciate the attempt to
The headlines are everywhere. Economist Richard Bookstaber recently wrote in a New York Times op-ed that the next financial crisis could be more severe than 2008. His argument? It’s not one big problem—it’s multiple risks colliding at the same time.
When we sit down with clients, we often see a common pattern. People feel completely overwhelmed by the sheer number of investment options available. There are hundreds of life insurance companies, thousands of annuity providers, and countless mutual funds, ETFs,
Retirement planning can feel like navigating through a maze of information, misinformation, and well-intentioned but misguided advice. We’ve heard countless financial myths repeated so often that they’ve become accepted as truth. However, believing these misconceptions can derail your retirement dreams
Market volatility isn’t going away—and that’s actually good news for your retirement. However, if your response to every market swing is to panic, check your portfolio obsessively, or freeze in uncertainty, we need to talk about what a real retirement
We’ve seen countless retirees walk through our doors, portfolios in hand, convinced they’re about to face harsh financial realities. However, what we frequently discover isn’t a money problem—it’s a spending problem. Specifically, it’s what we call spendophobia: the overwhelming fear
Retirement planning shouldn’t feel overwhelming. Yet, despite having more access to financial information than ever before, adults approaching retirement continue to worry about inflation, healthcare costs, and running out of money. According to a recent study, 92% of adults said
https://player.vimeo.com/video/1158876433 The webinar is made available completely free, with no need to give any of your contact information. We know that if you watch this you will see the value, and if you need help you will reach out to
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