How Often Should You Review Your 401K?

How Often Should You Review Your 401K?

You should evaluate and review your 401k every 90 days because as the markets change, so will your returns in your 401k. Just because you have a 401k doesn’t mean you’re on track to retire and achieve your dreams and goals.

How Do You Know If You Are Ready To Retire?

How Do You Know If You Are Ready To Retire?

How do you know if you are ready to retire? There are several questions you can ask yourself to help you know. Retirement timing is different for everyone because each of us is unique. There are personality differences as well as financial differences. For most people there are relationship factors that can influence when you are ready to retire. Dependent parents, children, and other relationship can impact your decision to retire. The good news is that there is a process to help you pick the best time for you to retire when you know you are ready. Retirement should not […]

Hitting Record Highs In The Stock Market

Hitting Record Highs In The Stock Market

How should you evaluate your portfolio in comparison to the record highs of the various stock market indices like the S&P 500 and the DOW? If investors gain a proper perspective on these indices, they can learn much about their investments and how to work towards achieving their financial goals. Greg Powell, CIMA President/CEO Wealth Consultant Loading…

Your Retirement: Is it Enough And Will It Last?

Your Retirement: Is it Enough And Will It Last?

Knowing whether you have enough saved for retirement and if it will last, can only ultimately be achieved with a complete financial blueprint. If you do not have a financial blueprint yet, we have a free online tool to help you get a better idea of where you stand. Greg Powell, CIMA President/CEO Wealth Consultant Loading…

Could This Happen To You Financially?

Could This Happen To You Financially?

06/21/12: Here’s a story of a couple in retirement who had a dilemma with generating income. This could happen to anyone. Could it happen to you? Greg Powell, President/CEO and Wealth Consultant of the independent investment firm, fi-Plan Partners, tells how the couple got into this dilemma and how fi-Plan Partners was able to help them solve it. Email Greg here if you have any questions or would like to talk further about your financial situation or call him at (205) 989-3498. Note: Because of regulations, comments have been turned off.