by Sean Dailey | Apr 18, 2017 | Retirement Planning
After saving for retirement for most of your working life, choosing the person to manage those funds is a huge exercise in trust. Unfortunately, having a knowledgeable professional who is willing to communicate with you may not be enough to ensure that that...
by Sean Dailey | Mar 17, 2017 | Retirement Planning
Preparing for retirement is more than just saving enough money to last you through the years. There are many moving parts to consider. From moving to medical expenses to when you actually do retire, it is important to have a detailed plan in place to avoid these...
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...
by Sean Dailey | Feb 21, 2017 | Retirement Planning
If you are seeking professional assistance, it is likely because you want guidance for your financial future. Your investment is like your child. You have watched over it diligently for twenty-five, thirty thirty-five or more years, as it has slowly come to maturity....
by Sean Dailey | Jan 24, 2017 | Retirement Planning
You make an important lifestyle change when you decide to retire. For some, that can be a scary thought. You may have often wondered what kind of lifestyle change it will be. Obviously, your schedule will likely change with not having to go to work full-time anymore,...
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...
