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Posts Tagged ‘how to invest for retirement’

4 Steps to a Healthy, Financially Secure Retirement

By angelicacomahig | October 13, 2021

Everyone wants a healthy, financially secure retirement, and today, we’re going to cover the four steps you need to take to reach this goal. If you haven’t already, we highly…

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8 Mistakes to Avoid When Choosing an Advisor

By angelicacomahig | September 29, 2021

Choosing an advisor is a major decision, and you can make many mistakes along the way when making your choice. Unfortunately, unless you’re involved in the financial world every day,…

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Fees, Commissions, and Being a Fiduciary

By angelicacomahig | September 15, 2021

When shifting from one financial advisor to another, there are many questions that you should be asking. However, there are two main questions, which we’ll be covering today in great…

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What Should You Consider If Your Spouse Passes Away?

By angelicacomahig | September 8, 2021

No one wants to think about what would happen if their spouse passed away. Death is a difficult topic to discuss, but it is an inevitable reality for all couples.…

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4 Costly Misconceptions About Retirement Planning

By angelicacomahig | September 1, 2021

We work with many clients who come to us for their retirement planning, and many of them have misconceptions about the process and how it works. So, we’re going to…

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College Planning Using a 529 Plan

By angelicacomahig | August 25, 2021

Are you trying to save money for your child’s or grandchild’s college education? College is expensive and offering any type of help to your loved one will be appreciated. We’re…

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Avoid 4 Retirement Investment and Planning Rip-Offs

By angelicacomahig | August 16, 2021

Retirement planning is one of the topics that should be on everyone’s mind. When you’re trying to secure your retirement, it’s important to consider rip-offs. There are retirement investment and…

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Social Security Strategies

By angelicacomahig | August 9, 2021

Some of the most common questions we receive are related to social security strategies. A lot of people rely on social security to help secure their retirement because it is…

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How to Change Financial Advisors

By angelicacomahig | July 21, 2021

If you’ve broken up with your advisor (episode 90 of our podcast), you may be wondering what steps to take to move to another advisor. A retirement financial plan changes…

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How to Choose a Financial Advisor After a “Breakup

By angelicacomahig | July 14, 2021

You put a lot of time and effort into choosing a financial advisor. An advisor learns all about your financial situation and your future goals. And when it’s time to…

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