You’ve done well for yourself, and large expenses like college funding and house payments may be eliminated soon. We can help you strategically use this newfound money now and in the future - whether or not your kids are moving back home with you.
Have your kids graduated college? Navigating a divorce or new relationship? Juggling nursing home payments and retirement savings?
Many of our clients at your age are concerned about:
Your Focus Areas on The ROI Group Financial Pyramid
Part of living an untethered life includes spending on yourself. There are ways to indulge without disrupting your future.
Many people your age see expenses dropping. This is the perfect time to reevaluate insurance coverage and be more strategic.
If college bills are still rolling in, there might be ways to double-down on payments to complete pay-off quicker.
The time may be right to look at smart, aggressive investments to help generate income that could fund lifestyle and retirement.
Are you on track with retirement goals? As you age, different vehicles become available that can help you guarantee income.
We can help individuals and families with aging loved ones on various fronts, from Medicare and health care planning to final expenses.
Like with most advanced financial concepts, not many people are familiar with financial risk tolerance. But it’s critical that everyone who wants to invest money understand how risky they are by nature – especially when it comes to finances.
When we first meet with individuals and families about their finances, we typically sense apprehension and nervousness. Many times people have met with financial planners who have sounded like used car salesmen trying to recommend insurance policies right away. In some cases, people are looking to replace financial advisors who just haven’t performed well or who […]