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Is Your Portfolio on Track for Retirement? Use the 4% Rule

By Natalie Hayes Schmook, MBA, CFP, CVA The number one question I get regarding saving for retirement is: How much is enough? As a financial advisor,...

Money Talk: Personal Spending Is a Mission-critical Piece to Retirement Planning

By Natalie Hayes Schmook, MBA, CFP, CVA When doing financial planning for OD clients, one of the first questions I ask them is if how...

Money Talk: 5 Common (But Fixable) Retirement Planning Mistakes

As a financial advisor for ODs, retirement planning is one of the most important parts of planning that I work on with clients. There are five common mistakes I run into. Please avoid these errors; your 65-year-old self will thank you!
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