Posts Tagged ‘Sequence of returns risk’
You Have $1 Million in Your 401(k). Now What?
Watching your 401(k) cross the $1 million mark is a real accomplishment. It may represent 30 or 40 years of contributions, company matches, market growth, and the discipline to keep saving along…
Read MoreDo Fiduciaries Recommend Annuities? How They Can Fit into a Retirement Plan
“Are you a fiduciary?” It’s a question we hear regularly from people getting to know us. For someone familiar with annuities, that question can come with another one: How can a fiduciary…
Read MoreRisk Management: More Than Your Investments
We’ve heard variations of this in meetings: “I feel good about my portfolio, but I’m not sure how everything else fits together.” We’ve also heard the opposite, folks that are unsure about market risk and wondering if they’re missing something. …
Read MoreHow a Retirement Plan Should Evolve Once You Stop Working
This retirement transition from saving to spending is one of the most important shifts in your financial life. It requires a new mindset and a different strategy. Your retirement plan has the potential to help you retire comfortably and…
Read MoreRetirement Transition: Keys for a Smooth Shift
In this blog, we often dive into topics on retirement planning to arm you with a broad scope of knowledge. In this article, we’ll align some of the elements we’ve…
Read MoreMarch 10, 2025 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreA High Net Worth Guide to Secure Your Retirement
When you’ve spent your life building wealth, transitioning from work to retirement can feel overwhelming. At Peace of Mind Wealth Management, we specialize in financial planning for retirement, and through…
Read MoreNovember 18, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreHow Much Money Do I Need Saved to Spend $10,000 Per Month in Retirement?
Retirement is something many of us dream about after years of hard work and diligent saving. One of the biggest questions that might come to mind as retirement approaches is,…
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