Wealth Management:

Retirement Planning Strategies

Strategies that define and accumulate the retirement fund. Spend it wisely and sprinkle the remainder to family and legacies.

Retirement projections have the answers

Much has been written about the level of retirement readiness and capital needs required to fund that long-term family objective. I submit that the retirement projections have the answers. I am, however, puzzled by this key observation: “None of the potential clients I've [...]

Tuesday, May 23, 2017|Retirement Planning|

Saving to retire

I see too much pessimism on whether it's possible to achieve a comfortable retirement. Hence, I highlight three observations on saving for retirement: Surveys frequently remind investors that they don't save enough for retirement. Investors are keen to know what it takes financially [...]

Saturday, March 11, 2017|Retirement Planning|

Your 2017 vital money facts

There are prominent money facts investors ought to know and understand. I highlight some key facts for 2017. Having those money facts readily at your fingertips is a vital step. Investors will make better decisions with this bevy of information. Today, I focus [...]

Thursday, March 9, 2017|Retirement Planning|

Baby steps for portfolio makeovers

At some point, every portfolio requires a partial or total makeover. Especially those that keep buying random investments. However, investors are reluctant to initiate total portfolio makeovers. My solution is to start with a few simpler baby steps that have the ability to [...]

Monday, February 20, 2017|Retirement Planning|

Choosing your wealth management service

You obtained names and referrals for your potential investment professional. You’ve met two or three of them. You’ve conducted your due diligence. Now you’re ready to make your choice. Hopefully, the process went smoothly and you’re happy with the findings. It truly is [...]

Tuesday, January 3, 2017|Retirement Planning|