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Author: mlima4

RetirementBuilder is here.

Wondering how to manage your retirement accounts? We now offer personalized investment advisory services for certain accounts such as 401ks, 403bs, IRAs and annuities held away from our firm. With RetirementBuilder, we can help you manage your retirement accounts no matter where they are held. With our streamlined technology, we are able to access on your behalf your held away accounts. The technology enables our Wealth Advisors to trade, rebalance or reallocate your investments based…
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Financial Modelling

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The Junk Drawer Approach to Investing

It’s easy to let investments accumulate like old receipts in a junk drawer. WATCH VIDEO

9 FACTS ABOUT RETIREMENT

Tip: Nearly 80% of workers expect to work for pay in retirement, but only 29% of retirees actually have done so. Source: 2017 Retirement Confidence Survey, EBRI Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things…
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The Cost of Procrastination

Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’ve experienced one of the costs of procrastination. Procrastination can cause missed deadlines, missed opportunities, and just plain missing out. Procrastination is avoiding a task that needs to be done—postponing until tomorrow…
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