Are you Undercutting Your Efforts to retire?
Good money habits can help you as you save and invest for the future. Bad habits can leave you treading water financially. Let's review three bad money habits to avoid.
Let us be your Financial "Sounding Board"
When you have financial questions or ideas, you need someone to listen. What is on your mind right now? Perhaps you are thinking about retirement savings or retirement income. Maybe your investments or your tax situation are prompting questions. Share your concerns, thoughts, or ideas with me. This video will show you how we can help.
Life Lessons with Jenna Turner
In 30 years, I can honestly say I picked up a few things. Have a listen here to get to know us better as we look forward to getting to know you !
Advice From SCE Retirees
As you near retirement you may be feeling a mixture of both nerves and a whole lot of excitement. Heading into the next chapter of your life will be full of promise especially if you've taken the time to prepare adequately. The good news is we've helped a lot of people in your shoes and we'd like to share some of our client's best advice to you.
7 Mistakes Regarding the Distribution Phase
Distribution phase begins when we stop adding to our retirement accounts and begin to take income out of them instead. Watch this video to avoid the common pitfalls people fall into as they" flip the hourglass" into their retirement years.
Fighting the Uphill Battle Toward Retirement
Some tricks of the trade that will help you overcome and fight the sometimes uphill battle towards retirement.
When to Take Social Security Benefits
Americans are living longer, when is it best to start collecting? Watch this video for the rules of thumb and how things are changing post COVID.
Reasons Why People Flunk Retirement
Watch this video to learn how to avoid some potential hazards and road blocks as you look to the retirement chapter of your life.
5 Years To Go
Common sense advice for preparing for a successful retirement with just five years to go .
