According to a recent study, around 57% of wealthy Americans said growing and protecting their wealth is their number one priority. For high-net-worth individuals (HNWIs) and affluent families, asset protection…
Tag: retirement planning
How Much Money Do I Need to Retire Early?
Transitioning to your golden years prematurely is a dream for many, especially for high-net-worth individuals (HNWIs) who have worked hard to build their wealth. However, one of the most pressing…
How Market Volatility Affects Your Retirement Savings
As you approach retirement, one of the most pressing concerns you may face is how market volatility will impact your retirement savings. Market volatility refers to the frequent and sometimes…
The Rise of Alternative Investments: Exploring Non-Traditional Assets for Diversification
In recent years, Americans nearing retirement have sought to diversify their portfolios beyond traditional investments like stocks and bonds. This growing interest in alternative investments stems from the need to…
The Importance of Estate Planning
As you approach retirement, estate planning might not be top of your priority list. However, for those with substantial wealth, ensuring your financial legacy is critical. Estate planning is not…
September Is National Preparedness Month: How to Prepare Your Finances for Retirement
September is National Preparedness Month, a time dedicated to helping individuals and families prepare for whatever the future may hold. While the focus is often on emergency readiness, it’s also…