Retirement

July 26, 2016

Make Retirement Great Again

It Is Our Goal At True To Make Retirement Great Again As an advisor in the greatest country in the world, I’m blessed to work with fantastic clients. They have long aspired to a work-optional lifestyle. Some chose to work part-time or volunteer for incredible causes. But most are fully retired traveling the country, hiking, biking, enjoying family and grandkids, attending sporting events, pursuing hobbies, boating, skiing…the list goes on and on. Very Few Investors Inherited Their Wealth Was it pure luck that landed these clients in such a great spot? I can tell you with 100% confidence that all of […]
April 22, 2016

Time to Retire?

When was the last time you set out to create a financial plan or heaven forbid, a comprehensive wealth management plan focused on your retirement? How many pages were created to help you to better analyze your picture of retirement? 75, 100, even 200 pages. I don’t know about you, but that many pages doesn’t get many people excited about retirement planning! In fact, if you are like most people, 93%1 don’t have a written financial plan anyway! Usually because of one of two reasons, everything changes, so why plan in so much detail; or the task seems too daunting, […]