Executive Summary Many retirees assume stepping away from work entirely is the ultimate retirement goal. But as a financial advisor, Keith Demetriades has seen how a small amount of meaningful work can keep people more connected, more mentally engaged, and more grounded in their routines. See an in-depth exploration of this topic here: https://www.youtube.com/watch?v=pu_SXlPX03g Take […]
Information alone doesn’t create confidence. Organization does. A well-organized financial plan helps you see the full picture and make decisions without overwhelm. Why Organization Is Underrated Many people technically have a plan but: This makes every decision feel heavier than it needs to be. What an Organized Plan Provides Organization allows you to: It also […]
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?
Most folks who are financially successful learn how to use the power of compounding to their advantage. By starting to save and invest early, making consistent contributions, and sticking to their plan, folks can build wealth over time on their way to retirement. In many ways, improving your ROL operates on the same principle. Big, […]