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Tag: Benchmarks

If You Can’t Meet Your Retirement Goals, Consider Tweaking Them

Posted on November 20, 2020March 20, 2021 by Jonathan

Many financial advisors and wealth managers encourage their clients to have goals when it comes to retirement. Of course, that can mean different strokes to different folks. For example, one person may have a goal of saving a certain amount of money for retirement. Another person may want to save up to buy a retirement…

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Get 2019 Started Off On The Right Financial Footing

Posted on January 2, 2019 by Jonathan

We are now officially more than 24 hours into 2019, which means it’s time to review your financial plans and set your goals for the year. As you review your financial plans, you should also review your beneficiary information and any associated paperwork. If changes need to be made, make them. You may also want…

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It’s Time for a Year-End Review of Your Retirement Savings

Posted on December 14, 2018 by Jonathan

We are just about halfway through the final month of 2018, which means it’s a good time to review your retirement savings and plans. As you review your savings, don’t be afraid to ask yourself questions regarding your financial and retirement plans. Such questions may include: Are my retirement goals and benchmarks still feasible? Do…

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Don’t Be Afraid of Saving for Retirement

Posted on November 13, 2018 by Jonathan

Saving for retirement can seem daunting, especially when you look at the numbers. So much advice is centered around having X amount saved at Y point in your life or having X amount saved when you retire. I’ve seen that advice and those numbers and let’s face it, they aren’t always realistic. Yes, you should…

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Don’t Lose Sight of Goals When Investing

Posted on October 16, 2018 by Jonathan

Chances are, if you have money in the stock market, it’s there for a purpose. Most likely, that purpose is to help your nest egg grow and provide some income during retirement once your current earned income stops. There are short-term and long-term approaches involved in this. When it comes to the long-term, it can…

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Just Because You Have a Portfolio Doesn’t Mean You Have a Plan

Posted on August 25, 2018 by Jonathan

It’s pretty easy these days to set up your own portfolio and start investing. There is more that one online source that offers even the most novice of investors an opportunity to build an investment portfolio at little or no cost. However, just because you have a portfolio does not mean that you have an…

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Knowing Your Retirement Options

Posted on March 27, 2018 by Jonathan

There are multiple ways to save to retirement and many different tools to help you reach your retirement and financial goals. You could put your money into an employer-based plan or you could open an IRA or you could put you could use multiple accounts. Along with assessing your retirement goals and plans from time…

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The Key Retirement Planning Rule? Be Flexible.

Posted on August 9, 2017 by Jonathan

It’s always a good idea to have a plan for retirement. Such a plan should include your goals and any benchmarks you desire to meet along the path to retirement and ideally should be written down. However, your retirement plans should not be too rigid. A lot can happen between when you start planning for…

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