How much do I need to save to retire?

We often get asked a variant of that question by our clients. Years ago, a well-known 401k provider ran an ad campaign “What’s your number?” to get people to consider how much money they would need to save for retirement. That question can be answered with a simple...

How do I start a retirement plan?

One of the most common financial objectives is saving for retirement.  To achieve that goal financial planners have a number of tools available.  Examples of retirement accounts include: IRA, Roth IRA, 401k, 403b, SIMPLE, SEP, or Qualified Plans have different...

What is Financial Planning?

Financial planning is a dynamic process in which you examine your current situation and set objectives to help achieve your financial goals. For most people, financial objectives include providing financial security, offsetting the effects of inflations, and having...