Any mention of specific securities or investments is for illustrative purposes only. Adviser’s clients may or may not hold the securities discussed in their portfolios. Adviser makes no representations that any of the securities discussed have been or will be profitable.
One of the biggest worries people have about retirement is, “do I have enough money?” That answer is going to be different for each individual depending on their lifestyle and needs during their golden years, but in general, managing risk in retirement involves three key elements: How do you prepare for changes in the stock…
When considering where to retire, it is important to consider various factors that can impact your quality of life. Factors to consider include the overall cost of living, available amenities and activities, climate, access to healthcare, and the general atmosphere of the location. The Berkshires, located in Massachusetts, is gaining popularity as a retirement destination,…
The final five years before retirement are a time for strategic planning and calculated moves. As always, retirement planning is a balance of two things: not running out of money and having the freedom to enjoy your life. Use these last five working years to make sure you’re on the path to a happy retirement….