by Sean Dailey | Jan 19, 2017 | Financial Planning, Investment Planning, Retirement Planning
When one expense goes out the front door, another comes in the window. Now that you are retired, you will very likely have more free time. Based on your activities, will your expenses go up, go down, or stay about the same? A common retirement fear we see at...
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 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....
by Sean Dailey | Jan 5, 2017 | Financial Planning, Investment Planning, Retirement Planning
Most sectors are seeing record highs in the wake of the American election, which may mean a number of your investments may be growing. Those who are nearing retirement in Irvine and Orange County may be asking their retirement planners what this growth means for their...
