A beneficiary is a person or entity designated to receive benefits from a retirement account or insurance policy upon the account holder’s death.
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 time horizon is the length of time an investor expects to hold an investment before needing the money. Financial terms can be confusing, and
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
Liquidity is the efficiency or ease with which an asset or security can be converted into ready cash without affecting its market price. Financial terms
