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Friday, October 21, 2022

WHAT HAPPENS WHEN THERE ARE NO BENEFICIARIESWhere do those accounts and policies end up?Provided by Kenneth HagelSome accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an...

Thursday, October 20, 2022

Should We Reconsider What “Retirement” Means?The notion that we separate from work in our sixties may have to go.Provided by Kenneth HagelAn executive transitions into a consulting role at age 62 and stops working...

Friday, June 24, 2022

Sequence of returns can play a role in your overall portfolio.Provided by Kenneth HagelA thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few:...

Wednesday, June 15, 2022

Most people just invest for the future. You have a chance to do more.Provided by Kenneth HagelAcross the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may...

Thursday, May 26, 2022

Agreeing about what you want from retirement is crucial.Provided by Kenneth HagelWhat does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar?The...

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Thursday, April 21, 2022

Perception, hesitation, & poor decisions are factors.Provided by Kenneth HagelWhy do some people let their potential for lifetime wealth slip away? Some people are better off economically at 30 or 40 than they are at 50 or 60. In some...

Friday, February 25, 2022

Why are they made again and again?Provided by Kenneth HagelMuch is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial...