The New Retirement Dream

About 15 years ago, the common retirement dream was to retire early.  It wasn’t uncommon for people in the their late 50s to pull the trigger and retire.  But that trend has been waning over the years.  More and more, we are seeing clients opt to work later in...

How to Retire Real, Real, Real Early

The “Retire in your 30’s concept” has been gaining some traction these last few months.  There are a lot of success stories being shared from others about how they have been able to retire early.  From time to time, I find one that is particularly interesting and want...

The Problem With Target Date Funds

In the last 10 years, the rise of target funds have become common options found in 401(k) plans.  While many love the simplicity of the fund options, investors are giving up a lot of control.  And in some cases, they do not even know what they own.  That is setting...