A simple Google search for “retirement plan” or “retirement calculator” will provide thousands upon thousands of results. The number of websites that promise to provide retirement or financial guidance in a short amount of time are plentiful. The real question is, are they accurate? As with anything in life, the devil is in the details. A comprehensive understanding of your personal situation cannot be done in a 5-minute Twitter level analysis. It does not make sense to have a cursory glance at something as important as retirement. When considering retirement planning and whether to go alone or with an advisor, please consider the following points:
Are the Plan Results Really Correct?
Advanced Scenario-Based Analysis
Other articles filed under Family Finances
July 24, 2017
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July 19, 2017
I often say that one of our primary roles as an advisor is to provide context and perspective for clients, allowing us to collaboratively make better decisions. Behavioral economists have identified narrow framing as the tendency for investors to make...
July 14, 2017
I recently returned from a fee-only advisor industry conference. In addition to educational opportunities, it was a rewarding experience to spend time with other like-minded professionals. Rockbridge advisors have been attending these conferences for almost 10 years, so I thought it...
June 26, 2017
Oftentimes, many investors get caught up in short-term results rather than looking at the big picture. This is known to behavioral economists as "narrow framing," or "a tendency to see investments without considering the context of the overall portfolio." Unfortunately, this...
May 24, 2017
Young or old, wealthy or poor, online or in person … Nobody is immune from financial scams and identity theft slams. No matter who you are or how well-informed you may be, the bad guys are out there, daily devising...