As wealth managers, we often assist people with their retirement planning needs. Now artificial intelligence (AI) could soon dramatically alter the retirement world as we know it. https://rethinking65.com/2021/07/07/ai-is-likely-to-potentially-disrupt-retirement-planning/
Transitioning into retirement isn’t easy for everyone — especially entrepreneurs — but these three planning exercises can help clarify what you want out of retirement and whether you really are ready to let go. Read… +
The financial complexities of being a small-business owner are vast regardless of the “camp” they reside in. Juggling business needs with personal finances can make retirement planning a real challenge. Read Full Article
For smart investors, the surprising answer may be very little. Here’s why, and what you should do (and not do) as election season heats up. Investing during an election year comes with a special kind… +
Far too often, people in the United States are retiring with plenty of “gas left in their tank,” only to find it difficult to transition into that next chapter in their life’s journey. According to… +
Advisors are clients too ― we just don’t realize it. But if we did, then we might glean insights from our perspective as clients that would have meaningful bearing on our role as advisors. To… +
