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Are You on Track WIth Your Retirement Planning this Year?

By Natalie Hayes Schmook, MBA, CFP, CVA, Hayes Wealth Advisors The IRS increased limits on retirement plans for 2023, so halfway through the year is a...

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: 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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