Retirement Visions Blog

How to Build an Investment Portfolio

Retirement Visions

There are many factors to investing that are either not understood or intimidating for some people, delaying them from building a portfolio for themselves. Everyone says “start investing as soon as you can” but where do you start? Your investment

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Life Changes that Necessitate a Financial Life Planning Review

Retirement Visions

Life will throw us curve balls when we least expect it, and unfortunately a lot of people are unprepared financially when something unexpected happens. Or maybe you have a plan but an event occurs that forces you to rethink your finances. If you’re

Tags: Life Planning Review

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What are the Most Underbudgeted Retirement Expenses?

Retirement Visions

Retirement is a milestone a lot of people look forward to, but there’s a lot of planning that goes into preparing for that prospect. Depending on what you want your retirement lifestyle to look like, you have to determine what you can afford. There

Tags: Retirement Expenses

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What are the Most Important Estate Planning Documents?

Retirement Visions

 

Having a well-established estate plan isn’t just about drafting a Will or trust. Estate planning is to ensure your assets are successfully transferred to your loved ones should you become unable to do so yourself or after you pass. The process

Tags: Estate Planning Estate Planning Documents

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Signs You May Be Working With the Wrong Financial Advisor

Retirement Visions

Is your financial advisor helping you make the right decisions to help you reach your financial goals efficiently? When it comes to getting help with your savings and investments, you should have a financial advisor on your side that you trust and

Tags: Financial Advising Financial Advisor

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What is Life Planning?

Retirement Visions

Everyone has their own dream, whether that entails what you want to accomplish for the day, the year, or a more extensive life plan. Whatever it may be, what matters is that it’s yours to bring to fruition. Life planning involves merging your

Tags: Life Planning

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How to Reduce Risk When Hiring a Financial Advisor

Retirement Visions

Choosing a financial advisor is a major life decision. There are a lot of financial advisors out there— they’re not all created equal. Who you choose to work with can tremendously impact your ability to reach your goals and achieve financial

Tags: Financial Advising Financial Advisor

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How to Set Up a Financially Sustainable Retirement

Retirement Visions

When saving for retirement, it’s all too easy to focus on the when rather than the what. That is to say, retirees focus on a magic number they’d like their savings to hit or a particular age they expect to stop working by. In reality, setting

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