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Don’t Miss These 7 End-of-Year Financial Planning Tips
Financial Planning Tips The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating, budgeting, and planning your finances is not a static activity, but rather endeavors that need attention on a regular basis in order to be successful. With a…
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Top 5 Apps to Save You Money
The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx of unique and intuitive apps, there is no better time in history to take advantage of finance-related technology. We’ve rounded up our favorite apps to help calculate budgets, curb overspending…
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Retirement Savings Tips: From Your 20s to Your 60s
Retirement Savings Tips Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to saving for retirement, most Americans invest and manage those savings for six decades or longer. It’s important to consider how your resources and risk tolerance change as…
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There’s More to Retirement than Just Numbers
Emotional Aspects of Retirement Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before retiring. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep…
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20 Big Mistakes for Those Approaching Retirement
Not saving enough. 5 to 10 percent is not enough. Double it – today. If you’re over the age of 50 your target should be 20 percent or more. Retiring too early. Life expectancy is on the rise. It’s a risk to your retirement. You could spend 30 years or more in this stage of…
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Top 5 Biases that Impact Investment Decisions
Financial Advisors as Behavioral Coaches As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with years of market experience, can fall prey to mental biases that lead to poor investment decisions. While it’s impossible to completely eliminate mental biases, we…
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The One Thing
Curly’s Advice: The “One Thing” “The one thing” is a reference to a line in the movie City Slickers. Curly, played by Jack Palance, asks Billy Crystal’s character if he knows the secret to life. As they continue to ride their horses along the big-sky Colorado backdrop, Billy says “no.” Curly raises his index finger and says, “One…
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Changes to Your Pension Plan
AT&T Retirement Plan Update To: All employees and former employees who currently have a benefit in either the Nonbargained (Legacy SBC) Program or the AT&T Legacy Management Program (U.S and Puerto Rico) of the AT&T Pension Benefit Plan and who meet the eligibility criteria described below New payment option As of June 1, 2018, AT&T is…
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4 Reasons Your Retirement Plan Might Fall Short
Ever find yourself daydreaming about retirement but worried you’re not saving enough? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to enjoying all of these endeavors. Everyone deserves the best retirement possible, but numerous planning mistakes can cause…
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