Phone: 610-687-3515 | Address: 940 West Valley Road, Suite 1902 Wayne, PA
As Americans celebrated Labor Day weekend, many employees and workers probably gave thought to what they could do to “make work optional,” or retire, as soon as possible. If already retired, attention might have been given to improving their retirement income picture. After all, having enough income to maintain one’s standard of living throughout [...]
All of us need to identify and write down our preferred monthly or annual income number—even those among us who naturally procrastinate on money-related tasks. We need this information to plan for financial freedom and security. Take a look. Contact us today to schedule a meeting to discuss your income needs, as you aim for [...]
Most of us want to be comfortable and financially secure, now and throughout our retirement. But many of us are not sure where to start. Find out now!
In today’s world of “instant,” concepts such as value and worth may no longer be second nature to many of us. For instance, an appraisal of the monetary value or worth of your business, as you anticipate selling it to fund your retirement plan, can depend on a variety of factors you might not [...]
We spend most of our lives working and saving so that at some point we will have the financial freedom to step away from the grind and do something else. Do you know if you are on track for financial security throughout retirement? Just posing this question reminds me of our clients Brent and Wanda. When we [...]