by Sean Dailey | May 25, 2016 | Retirement Planning
Choosing a financial advisor for retirement is a huge exercise in trust. After saving for retirement for most of your working life, you are choosing a person to manage those funds and act in your best interests. Your investment is like your child. You’ve watched over... by Sean Dailey | May 25, 2016 | Retirement Planning
A number of years ago I had a prospective client, Kay, ask me if I was more aggressive or conservative in my advice – a question I’m often asked. I politely turned it around to her, and asked, “Are you aggressive or conservative?” Kay had never really invested before,... by Sean Dailey | May 25, 2016 | Investment Planning
Think back to the last three financial decisions you made. Do you think your decisions were more aggressive or conservative? Do you see a pattern? For further consideration, take a look at these questions, which will assist in determining your level of risk. They may... by Sean Dailey | May 24, 2016 | Financial Planning, Retirement Planning
Last blog we addressed a few points of the rather expansive topic of how to secure cash flow with retirement planning, focusing mainly on strategies during your working years, when it matters most. So what happens after work, and after that steady salary you’ve always... by Sean Dailey | May 17, 2016 | Financial Planning, Retirement Planning
Keeping up a proper savings plan for retirement can feel like a monumental accomplishment. As is the case with most things that are long-term, however, careful planning is required, which means securing your cash flow for savings before you retire, protecting it from...