How much does it take to be considered wealthy? There is an answer, and it might surprise you.
It surprised me because when Schwab did this survey asking people how much they thought they needed to be wealthy in the US, their answers led to something called the Wealth Paradox Effect. I’m going to share some of the top findings from this study so that you can improve your financial life and then find out how to achieve that feeling of wealth that you might be looking for.
The best retirement plan is simplicity. The financial world is overly complex on purpose, not always to your benefit.
We’ll go over the three lies and then I’ll share what to do so you can break through them and feel confident in what you’re doing to make the best of your unique situation.
There are 23 retirement habits of wealthy retirees. These 23 habits are going to fall into four categories of wealth – financial, relationship, health, and spiritual. All four of these are important to living out that ideal retirement.
In an interview with Chad Willardson, president & founder of Pacific Capital in California, we discuss on how to retire well.
You can do a five-minute stress test focusing on one of three key areas of your retirement plan: income, investment, and tax plans.
There are seven big retirement expenses you need to account and plan ahead for. Doing so can fully prepare you for this next stage of life.
I got advice from a client recently that, in my 14 years of helping people retire, I hadn’t heard before, so I want to share it with you.
As you’re planning your retirement, there’s a shift that we should think about as we map out our finances and our life after our career. There are two important things that I want to share with you. The first one’s for everybody, and then the second one is for business owners or entrepreneurs who might have the option to design their day and their week while they’re working.