Posted by Gary Williams on Mon, 08/01/2016 - 10:06
originally posted: April 15, 2016
We despise it, we ignore it, and sometimes we even respond to it. But think twice before you throw it away. I’m talking about junk mail and it can become a map of your life that leads a thief right to your bank account. Those envelopes you flip into the trash as having no value hold lots of value to identity thieves and they are not too proud to dig through your trash to get what they want.
Posted by By Gary S. Williams, CFP®, CRPC®, AIF® and Nicholas Ibello, CFP® on Thu, 06/16/2016 - 10:01
Last week, we met with a prospective client that has a crystal-clear retirement plan. She is currently working for the government, and in ten years she wants to retire and follow her true passion which is physical fitness. She is in her late 50s but had the energy and physique of someone in their 40s. While we talked at length about staying fit, she was meeting with us for another purpose; she wanted guidance on her retirement planning. Through this conversation, we realized how interrelated retirement planning and investing is to dieting and staying fit.