by Sean Dailey | Jan 11, 2017 | Financial Planning
When thinking about retirement, the natural question you want to ask is, “How much money do you need to retire?” This is a very personal question that evades a one-size-fits all answer. The average individual puts away approximately 5-6% of their income into their... by Sean Dailey | Jan 11, 2017 | Retirement Planning
It can be one of life’s biggest challenges to make your passions and your profession align. Often, those nagging material needs push us to compromise on our dreams in the name of financial security. Those of you who are retirement planning in the Newport Beach area... by Sean Dailey | Jan 10, 2017 | Financial Planning
We’re continuing our discussion of advice for retirement planning. The beginning of the year is a great time to consider your goals and to assess whether or not your plan could use an update in any way. Here are three more tips for those of you in the Irvine area... by Sean Dailey | Jan 10, 2017 | Financial Planning
Whenever I get faced with a question along the lines of, “When is the best time to start planning/saving for retirement, I almost always answer something along the lines of, “now!” Still, if you’re interested in making a change in your savings scheme, the end of the... by Sean Dailey | Jan 5, 2017 | Financial Planning
When you’re making retirement plans, there’s a lot that you want to get right. You want to make sure your investments are in the right place, that you and your retirement planner are putting your time and energy into the strategies that will secure your future....