Posts Tagged ‘investment planning’
Your Ally In Retirement
This week Michael Andersen will go over the best ways to not only find the right financial professional for you, but also tips to help you maintain that relationship throughout your retirement journey.
Read MoreSimplifying 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 MoreWant to Retire Rich? Do These Three Things in Your Forties
Retiring rich is something we all dream of, but it requires dedication and planning to make this dream a reality. For many Generation X-ers, it’s a dream that could be beyond reach without intervention. A new study from the Transamerica Center for Retirement Studies showed that only 14 percent feel they will have saved up enough to live comfortably in retirement. This stunning statistic illustrates the importance of using your forties to examine your financial preparation for your retirement years.
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 MoreAndersen Wins Coastal Style Magazine 2019 Best Of Awards
We are thrilled to announce that Coastal Style Magazine has named Andersen Wealth Management the Best Financial Investment Firm and Best Financial Advisor for 2019!
Read MoreFinancial Planning for The Breadwinner of a Multigenerational Household
Did you know that over 60 million Americans are living in a home with either grandparent, grandchildren, or with two or more adult generations? That’s nearly 20% of America.
Whether it was planned or not, you may at one time be living in a multi-generational household. Kids may need to move back in after college. In fact, over 36% of 18-31year olds are living at home. Forty-seven percent of adults aged 40-50 have a parent 65 or older and are still raising or have adult children with financial needs. Whether it’s the cost of living increases, childcare needs, health issues, or a job loss, the trend of moving into a multi-generational family home has been on the rise since 1980, hitting a high point during the 2007-9 recession. Whatever the case, living in a multi-family household can be an enriching and positive experience. This article will go over some ways to streamline the process so that it is beneficial to everyone.
Read MoreEverybody’s Missing the Biggest Story in Washington — Our Debt Nightmare
All signs are pointing to higher taxes in the future. The middle class, especially those diligently saving for retirement in their 401(k)s and IRAs, need to be ready for that.
There’s so much political news these days. I can’t turn on any news channel and not hear a constant drumbeat of Trump, Trump, Trump.
But he’s not the only story.
Read More5 Tips for Successful Long-Term Investing in the Stock Market
Did you know only 52% of Americans invest in the stock market? The reasons for this are varied, from fear after the market crash of 2007-2008, the current market unpredictability, to a lack of understanding/fear. Since 1995 though, the S&P 500 has risen 7.8% a year on average. At that rate, someone starting with $1,000 and putting just $100 a month into a fund indexed to the S&P would after 35 years have $227,078 — enough to generate an added $17,000 a year of income in 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 More