Schedule your appointment 619.255.9554 info@plattwm.com

The Pros and Cons of Retiring at Different Ages

While retirement sounds like an absolute dream, getting there can often feel a little stressful. Are you saving enough? How much do you really need? Will the market be favorable when you do? And, the big one: When can you actually retire?   Narrowing down the...

5 Things to Consider about Cognitive Decline and Retirement

No one wants to admit when getting older starts affecting them. It can a sore subject that hurts an individual’s sense of pride and confidence in their ability to care for themselves. Think about how many stories you’ve heard of adult children having to have a talk...

Top 3 Reasons You Should Stay Invested During These Volatile Markets

Investing is one of those endeavors that requires a lot of trust—trust in the long-term return potential of the markets, trust in yourself if you are a DIY investor, or trust in your financial advisor if they manage your investments. Trust is easy to come by in a bull...

How to Test Run Your Retirement Plan (for Greater Success and Fulfillment Later in Life)

Sometimes long vacations can seem like a test run for retirement. Long walks on the beach. Endless rounds of golf. All the umbrella drinks you want. But there’s more to retirement than just all the cliches of tropical relaxation.   You are going to have plenty of...

How to Take Advantage of the Inflation Reduction Act

Have you considered switching to a more energy-efficient vehicle or perhaps adding solar panels to your home? How about a new water heater? With inflation on the rise, you may have been holding off on some of these larger purchases, but the government incentives...

We would love to learn more about you.

Knowledgeable and expert.

 

Login

[ultimatemember form_id=”1899″]

×