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May 6, 2025 By richardsfinanc Leave a Comment

Retirement Terrified?

retirement confidence

Go From Fear to Financial Confidence Some say, "I'll never retire." Others say, "I need to put off retirement." However, the reality is that most people end up retiring earlier than they expected because of health issues or the changing job environment. But if retirement is … [Read more...] about Retirement Terrified?

Filed Under: Financial Planning, Retirement Planning Tagged With: retirement planning

June 7, 2024 By Van Richards, ChFC Leave a Comment

Spouse Protection from Family Financial Feuds After You Die

Spouse Protection

Safeguarding your spouse is one of the most instinctive characteristics of married couples, a theme even depicted in Greek mythology. In the epic tale of the Trojan War, Prince Paris of Troy abducts Helen. That treachery sparked a ten-year conflict as the Greeks, led by King … [Read more...] about Spouse Protection from Family Financial Feuds After You Die

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: financial education, Spouse Protection

October 17, 2023 By richardsfinanc Leave a Comment

Aging Parents’ Financial Management: A Step-by-Step Guide

Aging Parents' Financial Management

As our parents and relatives age, it's not unusual for them to face challenges in managing their personal finances. They may need help to ensure their financial well-being due to cognitive decline, physical limitations, or the complexity of financial matters. This article will … [Read more...] about Aging Parents’ Financial Management: A Step-by-Step Guide

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: financial education, financial planning, retirement planning

September 4, 2023 By richardsfinanc Leave a Comment

What to Do with Your 401k from a Past Job

What to Do with Your 401k from a Past Job

Introduction When you change jobs, a crucial consideration is what to do with your 401k from your past employer. There are so many options that many people get overwhelmed and do nothing. This comprehensive guide will explore various options for handling your 401k, empowering … [Read more...] about What to Do with Your 401k from a Past Job

Filed Under: Business Planning, Financial Planning, Retirement Planning, Social Security Tagged With: 401k, retirement, retirement planning, Social Security

July 28, 2023 By Van Richards, ChFC Leave a Comment

Retirement Plan Mistakes: Understanding Employer Pitfalls

Retirement Plan Mistakes

Retirement plans are essential for employees, and employers have to make sure they run well. However, mistakes can happen, leaving the employer and employee in a tough spot. This article explores the most common employer retirement plan mistakes and how to avoid them. Plus, you … [Read more...] about Retirement Plan Mistakes: Understanding Employer Pitfalls

Filed Under: Business Planning, Financial Planning, Retirement Planning Tagged With: 401k, financial education, retirement planning

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