Posts Tagged ‘education’
Simplifying Retirement
Retirement isn’t just something that happens, it is a process that takes place over many years and goes through many different phases. Developing a relationship with a financial advisor can take some of the complexity out of the retirement process, making it easier for you to focus on what matters most to you.
Read MoreTwo Heads Are Better Than One
These days it seems like you can hop on YouTube and find a way to DIY pretty much anything, but when it comes to building your retirement nothing can replace the value of face-to-face, personalized advice. Having someone knowledgeable to guide you and hold you accountable, is an invaluable resource for building a stronger retirement.
Read MorePerfecting the Plan for Your Ideal Retirement
Many people plan their family vacations better than they plan their retirement. This week, retirement specialist Michael Andersen goes over how to make sure you have all of your bases covered when it comes to one of the most important planning opportunities of your life — your retirement.
Read MoreAll About the Ratings: Creating Your 5 Star Retirement Plan
On this episode of Wise Money, Retirement Specialist and fiduciary Michael Andersen will go over the 5 steps you can take to give yourself a 5 star retirement rating.
Read MoreNavigating Your Retirement Journey
This week Michael Andersen covers how to navigate the path to and through retirement, and how being prepared can help keep you from getting knocked off course.
Read MoreWhen You Have Enough Savings but Still Worry About Retirement Security
How much will be enough?
It’s a common enough question to ask when saving for retirement. How much will I need? Is, unfortunately, a complex question without an easy answer as each person asking it will have a totally different backstory and portfolios.
Read MoreMaking the Most of Your Most Valuable Retirement Asset
Your most valuable asset when planning for your retirement isn’t having a plan or saving money (though they do come a close second) your most valuable asset when planning for your retirement and making the most of it once you get there is…
Read MoreTo the Health of Your Retirement!
Taking care of your personal health is important for a longer, happier life, so is taking care of the health of your retirement plan. On this episode of Wise Money, Michael Andersen will teach you how to build and maintain a healthy retirement plan to see you through the years ahead.
Read MoreThe Building Blocks of a Rock-Solid Retirement
People are living longer than ever before and this increase in longevity means it is important to build the strongest retirement plan possible. This week on Wise Money, Michael Andersen goes over the building blocks of a rock-solid retirement strategy.
Read MoreFinancial Checklist for Baby Boomers
You’ve probably been hearing a lot about Baby Boomers lately. Not surprising considering this huge generation is reaching retirement age in a very different economic climate than their parents. In fact, 10,000 Boomers are turning 65 every day. Boomers, as a group, will be retiring with more debt than their parents, be it credit card, education, or a mortgage. On top of that, the cost of living has jumped significantly in the last few decades, with housing up 21% in the last three years alone, food up 26% in the last ten years. Medical costs even for those over 65 who qualify for Medicare have increased as well. What that means for retiring Boomers, as this is a population who has the potential, through lifestyle and advances in medicine, to live well into their eighties, nineties, and hundreds, is that they should go over the following checklist of financial goals.
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