Developing A Financial Fitness Program

Patrick McNally Academy, Income Planning, Insight Investing Articles, Insurance, Investing, Investing & Planning, Life Insurance, Retirement, Retirement Plans

Most of us know it is smart to save money for those big-ticket items we really want to buy, a new TV, a car, how about a house? You may not realize that probably the most expensive thing you’ll ever buy in your lifetime is your retirement.

Top 5 Fears Heading Into Retirement

Patrick McNally Academy, Finance 101, Income Planning, Income Planning, Insight Investing Articles, Investing, Investing & Planning, Retirement, Retirement Planning

After 18 years in the financial services business, I’ve spoken to a lot of people. And in every first meeting with someone, I always ask the question, “What are you concerned about heading into retirement?”