Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country. So we’re here to heed that warning and help you understand the […]
What’s Your Number?
A common concern for those approaching their second half is confusion over just how much we should save for retirement. This “number” represents the amount of funds and resources we will need to enjoy an active life and feel productive in our remaining years without running out of money. This is not a one-size-fits-all answer. […]
What Will Last Longer, You or Your Money?
Would you change anything about how you live today if you knew when you were going to die? For most of us the answer would certainly be ‘yes’. But to what degree? That would likely depend on how many days, months or years you had remaining. In our profession, life expectancy is one of those […]