How healthy a retirement do you think you will have? If you can stay active as a senior and curb or avoid certain habits, you could potentially reduce one type of retirement expense.
Each year, Fidelity Investments presents an analysis of retiree health care costs. [...]
When it comes to creating the financial future that you want, there are a lot of elements to think about both personally and financially. Though this thought can make your financial situation seem overwhelming and unmanageable, instead think of it as a variety of assets that can help you reach your goals. One of those [...]
If you ask if preparing for the future is important, most people would respond with a resounding “yes.” However, when it comes to actually preparing for the future, most don’t do so thoughtfully, intentionally, or strategically. Many believe that having a 401(k) is all they need — and it might actually be sufficient. Unfortunately, “hoping” [...]
Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.Up to 85% of a retiree’s Social Security income can be taxed.
Some retirees are taken aback when they discover this. In addition to the Internal Revenue Service, 13 states [...]
Estate planning carries connotations as being only for the financial elite — the rich and famous living in mansions in upscale neighborhoods. However, estate planning is for most everyone. It’s for each person, each family unit that has assets or pension- like benefits that will be managed when elder care is needed and eventually “broken [...]
At Advisory Group West, we believe that strategic wealth management is essentially made up of three distinct elements:
- Asset protection
- Diversified investments
- Lifetime income plans
Each aspect important for healthy wealth management, supports potential achievement in each area and can ultimately allow you to make continuous progress [...]
What Can a Personal Financial Advisor Provide Me?
If you have a do-it-yourself mentality or have been managing your finances for some time, you may not realize the benefit of hiring a professional. If you seem to be doing alright, why fix something that isn’t broken?
It’s little like doing your own taxes. Doing [...]