As I approach my own “work optional” phase of life, I’m thinking more and more about what our retirement budget might look like. More importantly, I’m looking at the (very large) investable net worth that would take. And no, I’m not gonna spill the beans about our numbers here, but I will share some interesting […]
You’ve seen them on Instagram. You know, those carefree couples who are always jet-setting from one exotic destination to the next. Like the guy and gal you met at work – yeah, the perpetually well-dressed ones. Where did they go recently? The Caribbean again? Or was it Paris? You can’t keep up. But all you […]
Looking at net worth percentiles and averages by age group… Admit it! You can’t resist comparing yourself and your accomplishments to others, especially your peer group. Right? I do this, too, on occasion. It’s only human. In this article, I’m including several tables and graphs to help you compare. The data are all based on […]
You work hard to earn money, save diligently, and invest for the future. But do you actually know what your financial picture looks like right now, across every account you own? Knowing your net worth in real time isn’t just satisfying; research consistently shows that people who actively track their wealth make better financial decisions, […]
Educators face unique financial considerations, from pension plans and student loan forgiveness to managing a steady income and planning for retirement. Working with a financial advisor who understands the education profession can help you make more confident financial decisions. Below, you can find trusted financial advisors who specialize in serving educators, read real client reviews, […]
There’s nothing like a crisp morning, a hot cup of coffee, and a great read. Visualizing what your life in retirement will look like is another relaxing activity—perhaps during a stressful workday! Combining the two activities can go a long way toward planning for your retirement. There are many publications, podcasts, and videos out there […]
Many employees see a pay raise as an excuse to immediately upgrade their lifestyle. The extra money soon disappears, because for many of us when we have more, we spend more. The raise goes on everyday spending, or perhaps a big upgrade like a new car (along with a new, bigger-than-ever monthly car payment). What […]
If you consider yourself a DIY (do it yourself) kind of person, you’re not alone. Millions of Americans successfully start and complete DIY projects every day. But just because you decide to do a project yourself doesn’t mean you have to learn how to do the task on your own. In fact, most DIY projects […]
Are you a busy professional in your 30s or 40s beginning to accumulate wealth? A financial advisor who specializes in serving emerging affluent clients can help you enjoy life more with less money stress. In the US, households with investable assets of $500K to $1M are generally known as the mass affluent. If you’re on […]