Office: (877)-644-7711 | Genuine Financial Advisors“Living to 100, or longer, is no longer a rare occurrence. Will your current retirement plan accommodate thirty or forty years without a paycheck?”- Angie Politarhos If your lifespan significantly exceeds your life expectancy, your wealth is exposed to something known as “longevity risk.” While modern income and retirement planning technology has improved over the [...]
"Those within 5-10 years of retirement need to get serious about money management and planning, or face possible failure." - Angie Politarhos While it's always worth checking in on your finances from time to time, it's especially critical as more of the economic upheaval created by the COVID-19 pandemic is gradually revealed. Resetting your finances [...]
"Multiple surveys of today's seniors point to health and wellness as a top concern in retirement. A majority of respondents over 50 cite good health as the key to a happy and prosperous life after work."- Angie Politarhos. As Gen Xers and Millennials move into planning their post-career lives, there has been a shift in [...]
"Knowing who you concern money is a critical component of becoming more successful in life."- Angie Politarhos. Attributed variously to Plato, Socrates, or Aeschylus, the saying, "Know thyself," has popped up in self-help books for hundreds of years. When applied to a person's finances, "Know thyself" has an intrinsic self-help appeal. I mean, after all, [...]
If you are a woman business owner and don't feel confident in your ability to retire comfortably, you are not alone. A comprehensive survey of women business owners by Transamerica in 2016 revealed that nearly 46% of the respondents said they were concerned that they would not be able to retire comfortably. Perhaps even more [...]
If you are a federal employee or have a family member who is, then you know that the Thrift Savings Plan (TSP) is one of the cornerstones of a government benefits package. As with many non-federal savings plans, it is possible to take out a loan on your Thrift Savings Plan. However, most experts, including [...]
