A time horizon is the length of time an investor expects to hold an investment before needing the money.
Financial terms can be confusing, and it can be difficult to know how they apply to you and your specific situation. Please reach out any time we can help you learn more and strategically plan to optimize your retirement planning.
A fiduciary is a person or organization that acts on behalf of another person, putting their clients’ interests ahead of their own, with a duty
Income replacement ratio is the percentage of pre-retirement income that is needed to maintain the same standard of living in retirement. Financial terms can be
An annuity is a financial product that pays out a fixed stream of payments to an individual, typically used as an income stream for retirees.
