retirement

What’s Your Retirement Confidence Score?

2020-10-10T16:01:41+00:00June 10, 2019|Team Member Spotlight|

While Trade Wars, Inverted Yield Curves, and Brexit make great fodder for the financial media it is unlikely that any of these events will ultimately make or break your retirement.  My experience helping retirees navigate the last market downturn that started in 2007 and ended in 2009 shaped my approach [...]

You’re Retired? Don’t Make These Common Mistakes

2017-10-04T13:34:12+00:00October 4, 2017|Financial|

// You’re Retired? Don’t Make These Common Mistakes // By: Taylor Haney   In my nearly 10 years in the investment and financial planning industry, I’ve seen my fair share of retirement mistakes.  We’re all aware of the mistakes people make when planning for retirement – not saving enough, missing [...]

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