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
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 got plenty of other options. …
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What Is Going On With the Markets?
You’re relatively on-track financially, but you’ve experienced losses with recent market movements, and you’re concerned. This is for you. We’ll discuss: What is going on with the markets? What …
What Is the Retirement Age (or Is There One)?
As you begin to imagine life without a day job, you may wonder if your age matters when it comes to picking a retirement date. You've probably heard numbers tossed around, so how important are those …
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Do You Get Your Principal Back From an Annuity? It Depends
By Justin Pritchard, CFP® Note: This is a long article! If you'd rather hear me read this information, click here for a YouTube video (audio only, so you can listen while you're doing other …
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