BLOG POSTS
What if I don’t have enough to retire?
In the discussion, we focus on the significance of scenario planning for financial well-being. By evaluating different financial decisions and their effects on long-term plans, individuals can make more informed choices, with the end-goal of finding greater clarity and confidence in their financial journey. (podcast)
Understanding Annuities
Are annuities a boon or a bane for your portfolio? When is it wise to hold onto an annuity, and when might it be time to let go? Vector’s Mike Nesheim discusses annuities. (podcast)
Do you know the value of your business?
Knowing your business’s valuation today could be more helpful than you think. Your valuation can help inform your future plans, growth opportunities, and when the time comes, how much someone else might be willing to pay for your company
FYR: Concentrated Position
Retaining a significant portion of a concentrated investment in your portfolio could expose you to a higher level of risk, which may not align with your overall retirement strategy. Learn about concentrated position and considerations.