Posts Tagged ‘personal finances’
The Six-Step Estate Plan
Having an estate plan is essential to ensuring your assets will be distributed to your heirs according to your wishes when you die.
Read MoreTips for Creating Your Retirement Paycheck
Setting up a retirement “paycheck” can give you peace of mind and ensure all your basic needs will be met for the duration of your retirement through one or more reliable income streams. However, don’t neglect other crucial financial steps, like maintaining an emergency fund and planning for unexpected expenses, too.
Read MoreLooking Back to Look Ahead
This episode is all about your retirement in the wake of the Coronavirus. Michael discusses all the ways in which the post-COVID economy may be affecting your retirement plans and how you can best navigate these volatile times so that your retirement stays protected.
Also, Michael Andersen is hosting a brand new workshop to help educate you on your personal finances. If you want to learn more about this workshop or you want to discuss topics covered in this episode, please call 800-727-7035.
Read MoreSix Steps to Finding a Financial Advisor You Can Trust
If you’re ready to take your financial planning to the next level by enlisting the help of a financial advisor, we welcome you to walk through the above six steps with us. At Andersen Wealth Management, helping you meet your needs is our first priority, and we take pride in serving as trusted partners to our clients.
Read MoreAre You Financially Healthy?
According to AARP, only 17% of adults aged 50 and older are financially healthy, meaning at least a third of adults are struggling with their finances. What seems to be the cause?
In this episode of Wise Money, Michael Andersen discusses what issues may be responsible for getting in the way of financial success, and his go-to tips on how to combat these financial hurdles so that you’re able to better prepare for your retirement.
If you’d like to call and discuss the topics covered in this episode or receive Michael’s complimentary financial compass, you can call 800-727-7035.
Read MoreHow to Navigate a Volatile Market
In a market like our current one, that’s full of ups and downs and unpredictability, it can be really scary and hard to deal with when it comes to managing your investments and planning for retirement. Not to fear though! Michael Andersen is here with some wise words on how to navigate the turbulence like a pro so that your portfolio and assets stay protected.
If you’d like to call and discuss the topics covered in this episode or receive Michael’s complimentary financial compass, you can call 800-727-7035.
Read MoreIncome in Retirement
Retirement comes with a lot of changes, and one of the biggest is the lack of income when you stop working. Without that paycheck you relied on, how can you be sure your money will last?
Read MoreFrom Riches to Rags: What We Can Learn From the Rich & Famous
When you spend your whole life working hard for the life you want, it’s crucial that you take the necessary steps to protect your wealth so that you’re able to reap the benefits of your hard work come time for retirement. In today’s episode of Wise Money, Michael Andersen explores what we can learn about wealth management from those who failed to manage their own expenses, resulting in them losing their fortune. Spending wisely, committing to putting money aside, and investing wisely are all steps that Michael recommends following if you want to set yourself up for a comfortable retirement.
If you’d like to call and discuss the topics covered in this episode or receive Michael’s complimentary financial compass, you can call 800-727-7035.
Read MoreThe New Normal
While the Coronavirus pandemic is something that none of us have ever experienced, volatile markets and economic change is nothing new. Just like the seasons always change, so do the conditions of our economy. In this episode of Wise Money, Michael Andersen discusses the best way to survive a constantly changing economic landscape: establish a financial plan that has room to change as you get closer to retirement and as the economic environment changes and then stay true to it.
If you’d like to call and discuss the topics covered in this episode or receive Michael’s complimentary financial compass, you can call 800-727-7035.
Read MoreWays to Protect Your Retirement Portfolio
After spending your whole life working, retirement should be about relaxing and enjoying your life, not about worrying whether or not you will run out of money. In this episode of Wise Money, Michael Andersen gives some insight into different ways that you can be ready for retirement, and protect your savings, even as we face a potential economic recession.
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