You’re thinking about retiring or about downshifting your work-life in exchange for more free time. Either way, it’s a major step and it’s something to look forward to. But like any major financial decision you make, it’s important to prepare. … Continue reading
Category Archives: Retirement Planning
EAGLEROCK FINANCIAL IS PLEASED TO INTRODUCE A SPECIAL PRESENTATION “RETIREMENT STRATEGIES FOR WOMEN” (Tracking #540182) The challenges are everywhere for women in the work force. Earnings still tend to be lower overall, women are likely to live longer, and are … Continue reading
27 March 2012
What Is Financial Planning?
That’s a question I like to ask my clients when they come to meet me for the first time. It helps me to find out where the client is coming from, and what they understand about financial planning. So what … Continue reading
9 March 2012
Where should I invest My Money?
You’d think there’d be an easy answer to that question. I’ve heard it so many times. But it’s always a challenge. And that’s exactly how it should be. For one thing, this one question triggers so many others. What does … Continue reading
2 March 2012
My old Financial Advisor never asked me That!
President Obama was still in law school. Steve Grogan was suiting up for the Patriots. Lady Gaga was 3-years-old. It was 1989, the year I got my first real job – and my first real sense of what I wanted … Continue reading
9 February 2012
Financial Planning – Time Marches On
Time marches on… What are you doing with your money? I often speak about the importance of investing for the future and planning for your retirement. Some have taken my advice, and many have not. That might simply be because … Continue reading
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