I was recently asked by an industry writer for "not so common" recommendations for retirement planning. I typed in "retirement planning recommendations" on Google and found the 10 commandments, seven rules and five steps of retirement planning, as well as a million other sites telling us the basics.
Why do people need to hear the basics time and time again? Because retirement planning is equally a mental and behavioral shift as it is a financial shift. We host two presentations specifically geared toward retirement planning. The first is big-picture planning for those who are just starting to think about retirement. The second is for those who have a tentative date in mind, and it dives into the weeds of retirement planning. Both presentations are open to everyone, not just potential clients, because baby boomers need to get their acts together, if they hope to not outlive their money.
The three tips I will share here go a little off the beaten path and dig a little deeper into some of my common recommendations for folks gearing up toward retirement.
Morton Approved As CFCC President By State Board
Jenny Callison
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Apr 20, 2018
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Music Supply Firm's New Location Makes Room For Growth
Christina Haley O'Neal
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Apr 20, 2018
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CFCC Situation Draws State Board Scrutiny
Jenny Callison
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Apr 20, 2018
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State Board To Consider Morton Selection As CFCC President This Week
Jenny Callison
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Apr 19, 2018
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Homeowners Insurance Rate Increase Capped At 5.5 Percent
Christina Haley O'Neal
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Apr 19, 2018
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Michael Kiser is one of four plaintiffs in consolidated toxic tort cases, proposed as a class action, filed in U.S. District Court in the Ea...
Living the dream isn’t easy. When Capt. Dave Tilley makes his way to the Wild Rover III in the Carolina Beach Marina, he’s not sure what his...
Bradley Creek Health Center at Carolina Bay recently received conditional approval to add eight non-Medicaid certified adult care home beds....
The 2018 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.