- Why Us?
- Your Team
- 360° Wealth Management
- Client Logins
Financial planning is not the same for everyone. How can it be? With so many different scenarios, goals and factors to consider as well as unique situations and “what ifs” that come about, what works for one person may not be what’s best for you.
Successful business owners may have their company finances accounted for down to the last penny. They know what’s coming in to the business and what is going out. When they start to make money and the business begins to flourish, they may feel like they’re set. But the truth is, many times, they’ve never even looked at their personal finances.
If you have anxiety about outliving your retirement savings, you have company. Roughly 37 percent of current retirees say outliving their money is a big worry.
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short memories, but a stock market rally s is not likely to make people forget the carnage left behind in their 401(k) s and stock portfolios after one of the worst market declines in our history.