Over the next three episodes we will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the first part, which is designing your plan.
Contact:
https://www.averywealth.com/
517-783-1695
Understanding Social Security If You’re Divorced or Widowed
The Savings Hierarchy: Are You Putting Money In The Right Place?
The Power of a Statement of Financial Purpose
Why Families Shy Away from Financial Planning
Ep 73: 5 Tax Gotchas in Retirement
Ep 72: Bank Failures and My Money
Ep 71: The Pitfalls of Predictions
Ep 70: Simplify for Financial Success
Ep 69: Breaking Down SECURE Act 2.0
Ep 68: What the Market Taught Us in 2022
Ep 67: How to Evaluate and Improve Your Savings Rate
Ep 66: Five Strategies to Thrive in a Bear Market
Ep 65: Cracking the Nest Egg - When Accumulation Becomes Distribution
Ep 64: Avoiding Catastrophic Investments
Ep 63: Seven Retirement Expenses You Can’t Afford to Ignore
Ep 62: How Monitoring Financial Vital Signs Can Improve Outcomes
Ep 61: Common Retirement Tax Questions
Ep 60: Will Short Term Pain Lead to Long Term Gain?
Ep 59: Your Retirement Plan is Already Broke
Ep 58: 10 Important Ages for Retirement Success
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