by Sean Dailey | May 10, 2016 | Financial Planning, Retirement Planning
There have never been more opportunities for industrious workers to make their careers out of independent freelancing. It’s an attractive option that holds many benefits for skilled workers who enjoy the freedom of being their own boss. Along with the various benefits...
by Sean Dailey | May 9, 2016 | Retirement Planning
As you prepare to say goodbye to work, there are some excellent retirement quotes and sayings that can get you inspired to say hello to your new beginning. Here are a few of our favorite quotes with explanations of how the sayings relate to retirement. “Different...
by Sean Dailey | May 9, 2016 | Retirement Planning
It is impossible to know how the new phase of retirement is going to feel and how deeply it will affect you—until it happens. I want share some of the common fears people have about the process of retiring, so we can prepare for them both financially and...
by Sean Dailey | May 2, 2016 | Financial Planning, Retirement Planning
What are the first three things you think of when you hear the word millennials? iPhones, Chipotle, Facebook? There may be a few other good answers, and one I’d like to suggest is the term student debt. Combinations of rising tuition, souring job opportunities and...
by Sean Dailey | Apr 19, 2016 | Financial Planning, Investment Planning, Retirement Planning
An IRA account can be very flexible in addressing your retirement income needs. Many types of accounts have high fees for modifying your money before it matures and can have heavy restrictions on how you can use it, which can be frustrating for something sudden like a...
by Sean Dailey | Apr 19, 2016 | Financial Planning, Retirement Planning
A common retirement question we often hear is, “should I contribute the maximum in my 401(k) account?” You might already know that the current annual limit for your 401(k) is $18,000 (or $24,000 if you’re 50 or older). And no doubt you are taking advantage of...
