by Sean Dailey | Apr 18, 2017 | Financial Planning, Investment Planning, Retirement Planning
I’m going to tell you a short fictional story about an investor named Jimmy. Jimmy wanted to be on top of all the latest financial trends and make the most of his money. So he built what he felt was a cutting-edge portfolio. His four biggest investments were... by Sean Dailey | Apr 18, 2017 | Retirement Planning
After saving for retirement for most of your working life, choosing the person to manage those funds is a huge exercise in trust. Unfortunately, having a knowledgeable professional who is willing to communicate with you may not be enough to ensure that that... by Sean Dailey | Mar 17, 2017 | Retirement Planning
Preparing for retirement is more than just saving enough money to last you through the years. There are many moving parts to consider. From moving to medical expenses to when you actually do retire, it is important to have a detailed plan in place to avoid these... by Sean Dailey | Mar 3, 2017 | Financial Planning
If you have debt that you want to pay off before your retirement, it is important that you come up with a budgeting strategy to help you do so. It is also crucial that you continue to have strong communication with your partner throughout the entire process. You must... by Sean Dailey | Mar 3, 2017 | Financial Planning, Investment Planning, Retirement Planning
It can be easy to let inflation defeat you and take away the value of assets. It might sound a little strange, but inflation does not have to be a negative occurrence. There are ways to get it to work with you rather than against you. Depending on where you put your...