The Financial Answer

Myths Versus Truths

We’ll discuss the planning process. We'll also separate financial myths from truths. 

Fuzzy Math 101

Fuzzy math can lead to unrealistic expectations in your retirement plan. We'll explain some common fuzzy math. We will also discuss seperating myths from truths.

Unique Challenges You'll Face In Retirement

There is no one-size-fits-all retirement plan. We'll discuss the unique challenges you could face. We'll also talk about some demographic statistics that might affect your planning process.

First Steps

Putting together a financial plan can be overwhelming. We'll make it a little easier by helping you figure out the first steps. Finally, we'll discuss some assumptions about retirement planning you shouldn't make.

Retirement Planning Myths

There's an almost endless list of retirement planning myths. We'll ty to debunk some of them. We'll also give some advice on market corrections.

What We Wish You Knew

We'll share with you some things we as financial experts wish you knew before your first appointment with an advisor.

It's Just Not That Complicated

Retirement planning doesn't have to be complicated. We'll talk about why some people make it harder than it should be. We'll also talk about his and hers financial planning.

Little White Lies

We explain how retirement planning is a little bit like going to the grocery store. We'll also explore some of the lies we tell ourselves about our finances.

No Excuses!

We'll uncover some of the little white lies found in the financial world. We'll also talk about the excuses people make for their bad financial decisions.

Are You An Optimist Or A Pessimist?

We get a lot of questions about 401(k) accounts. Today, we'll spend some time answering those questions. We'll also determine whether you're an optimist or pessimist when it comes to retirement planning.