by Sean Dailey | Dec 21, 2015 | Retirement Planning
A client from Irvine, when discussing fears and retirement planning, said that he couldn’t believe how hard it was for him to bring up the fact that he wanted to retire to his wife. It’s actually something I’ve heard more than once. This fear makes sense because for...
by Sean Dailey | Dec 15, 2015 | Retirement Planning
Ask a professional what he or she pictures for their retirement as far as technology goes, and they might say something like fishing pole and RV. Our society is predisposed to assume seniors aren’t interested in or capable of using the latest technology, and retirees...
by Sean Dailey | Nov 23, 2015 | Retirement Planning
Have you ever had the feeling that saving for retirement isn’t possible for you? If you are working or have worked for a company that doesn’t have a benefits package, you may be likely to say yes. Well, in a response those who struggle with getting the savings ball...
by Sean Dailey | Nov 16, 2015 | Retirement Planning
We all remember the story of John Henry and his noble contest against the steam-powered machine. It’s an effective story that illustrates the feeling many have when confronted with technology that can do what people used to be required to do. Should we fear it?...
by Sean Dailey | Nov 12, 2015 | Retirement Planning
Last week marked National Save for Retirement Week, an opportunity for all of us to consider our savings strategies. Started by two senators about ten years ago, it’s a week that asks us to find ways to buckle down and stretch our budgets to allow for greater...
by Sean Dailey | Nov 10, 2015 | Retirement Planning
Throughout your working years one of the most typical lunch room discussions might be the pot of gold at the end of the rainbow: an early retirement. As a financial planner, I get the question often, and for many, the allure of an early retirement may be undeniable....
