Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation.
Clients often remark "If only I'd met you sooner" and that is our topic today along with an email question.
You want to begin preparing for your retirement, but where should you start? Reggie will give tips on five essential topics to think about as you move towards retirement. But before that, he'll tell you about a time when he was able to help a client retire earlier than expected.