Tag: retirement planning

How to Help Recession-Proof Your Life: 5 Tips

Written by Zachary Morris, CFP® on August 23, 2019.

It’s hard to watch the news and not feel a little concerned about your finances. Trade wars, stock plunges, interest rates fluctuating, combine that with stagnant wages and an inflating cost of living–it’s enough to get even the most stalwart savers wringing their hands. In fact, 25% of Americans report worrying about money all the time.[i] So, what can you do? In this article, we will outline 5 tips to help recession-proof your lifestyle so that, while the economy and markets may have ups and downs, you can feel secure.

The Making of a Successful Retirement Starts with Maximizing Your Contributions

Written by Zachary Morris, CFP® on July 26, 2019.

If you have been contributing consistently to your retirement plan, then you are already on your path to a secure retirement. But are you doing everything you can to build your retirement nest egg? Capitalizing on your company retirement benefits package now can help to make your retirement that much more care-free. Here are five tips to help you build your financial future.

Five Years Until Retirement: Countdown and Checklist

Written by Zachary Morris, CFP® on April 17, 2019.

Like the horizon line, retirement was always in view but seemingly far away. Now, that endpoint may be looking a lot closer and more real. Retirement is moving from a someday category to an in less than a decade category and you may find yourself panicking. For years you dutifully looked over your employer match paperwork, checked your savings balances, and maybe even had a financial advisor to help you out. But now the finish line is in sight and you may worry that you are not where you need to be. In this article, we will go over some checklist items to look over to get you on track and restore that peace of mind.