Financial Planning, Retirement Planning
Social Security is one of the few predictable income sources many of us can count on in retirement. But knowing when to claim it? That part isn’t so straightforward. If you’re still trying to get a handle on how Social Security works, we recommend...
Financial Planning, Investing
Imagine driving without speed limits. Would you hit 90 on the highway? Or coast along safely at 60? Investing works the same way. Everyone has a unique comfort zone, and the speed at which you move toward your financial goals depends on your investment risk...
Financial Planning, Life Events
No one ever feels ready for that moment. The phone rings. The news breaks. Life changes. And while the emotional weight can feel all-consuming, there are often financial matters that need attention right away. It’s a challenging time to be asked to make...
Financial Advisor, Financial Planning
With so many firms and professionals offering financial services, knowing how to choose the right financial advisor can feel overwhelming. It’s not just about finding someone who can manage investments; it’s about working with a professional who...
Building Wealth, Financial Planning
At The Retirement Planning Group, we’re usually not big fans of “rules of thumb,” especially regarding financial planning. Mainly because financial planning is so tied to each person’s unique set of circumstances. What works for some may not work for others. As...
Financial Planning, Retirement Planning
Retirement is a significant milestone, and feeling confident as you approach it comes from thorough preparation. Many wonder, Am I ready to retire?, but the answer isn’t just about having enough savings. Retirement readiness is a broader assessment of your...
