About to retire? Moving into the next chapter of life can be exciting, scary, satisfying, and challenging—all at the same time. Your finances are just one part of the equation, and it’s critical to …
Tips for Investing in an Election Year
By Justin Pritchard, CFP® Every four years, nervous investors face the question of how to invest in election years, and whether or not they should wait until after an election to invest. This can …
Continue Reading about Tips for Investing in an Election Year →
Healthcare in Retirement: How to Plan
By Justin Pritchard, CFP® For most people, healthcare is an employer-provided benefit during your working years. Unless you’re self-employed, you’ve probably received healthcare benefits from an …
Continue Reading about Healthcare in Retirement: How to Plan →
How to Retire on $500k
When people talk about retirement, they often quote round numbers and rules of thumb. For example, you might hear somebody say that you need $2 million to retire (or more). But the real amount you …
What to Ask a Financial Advisor
By Justin Pritchard, CFP® Thinking of working with a financial advisor? Ask these questions to find out if you’re talking to the right person. The questions and explanations below provide …
Pros and Cons of Working With a Financial Planner Online
By Justin Pritchard, CFP® Working with a financial advisor can look however you want it to look. If you’re not into stuffy offices, sales pitches, or spending eight hours on the golf course, you’ve …
Continue Reading about Pros and Cons of Working With a Financial Planner Online →