What the heck is this company doing in my ESG fund?
Each month, Andy’s answering a question that he wishes more clients would ask him, addressing timely topics that he thinks are worthy of the spotlight.
Retiring and claiming Social Security are two completely separate decisions. Treating them as the same thing could cost you tens of thousands of dollars so getting it right matters.
Retirement is one of the most significant financial and personal decisions you'll ever make. There's no universal "right age" — the best time to retire is deeply personal, shaped by your finances, health, lifestyle goals, and emotional readiness. That said, there are key factors and milestone ages that can help guide your thinking.
Here are four steps to take now if you think an early retirement offer could be heading your way.
Spring is the season of fresh starts. We clean out closets, organize garages, and finally tackle that junk drawer. But when was the last time you decluttered your financial life?
The anxiety among investors is understandable, given sky-high inflation, stock market losses, the war in the Ukraine, and looking mid-term elections. However, now is not the time to panic. One of my favorite quotes from Mark Twain is “History doesn’t repeat itself, but it often rhymes”. And what is happening today, certainly rhymes with what we have seen in the recent past.