by Sean Dailey | May 9, 2017 | Financial Planning, Retirement Planning
As you are preparing your 401(k) for retirement, one option you have is to re-allocate it. While it is best for you to give us a call to go over your particular situation in detail, we can give you some general guidelines to help point you in the right direction....
by Sean Dailey | Apr 21, 2017 | Financial Planning, Investment Planning, Retirement Planning
We always customize portfolios to minimize risk for each individual investor. Investing in stocks is also an element, but we avoid chasing unrealistic rates of return that open our clients up to unnecessary risk. As wealth architects, it is our responsibility not to...
by Sean Dailey | Apr 18, 2017 | Financial Planning, Investment Planning, Retirement Planning
Dividends can be a great source of income for retirees. When you are ready to start delving into the investment options available to you, it can be hard to know where to begin. Not a Fixed Income—But an Income The number one thing retirees are usually after in their...
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 | 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...
