Wise Decisions with Retirement in Mind

Wise Decisions with Retirement in Mind

Certain financial & lifestyle choices may lead you toward a better future. Provided by Kristin Hershey   Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference....
Wise Decisions with Retirement in Mind

College Funding Choices

Explore the different ways you can help finance the costs of higher education. Provided by Kristin Hershey   How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to...
Wise Decisions with Retirement in Mind

Retirement Seen Through Your Eyes

How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider. What do you absolutely need to...
Wise Decisions with Retirement in Mind

Investor Sentiment Is Shifting

This year, markets have experienced an odd phenomenon. Provided by Kristin Hershey   A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1   There are...
Wise Decisions with Retirement in Mind

Measuring the Value of a Financial Professional

Findings suggest that these relationships can make a difference for investors. Provided by Kristin Hershey   What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to...
Wise Decisions with Retirement in Mind

Retirement Questions That Have Nothing to Do With Money

Think about these factors before you leave work for the last time.  Provided by Kristin Hershey   Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here...