by Sylvester Knox | Apr 28, 2021 | Uncategorized
Most retirees diligently save over the course of their working lives for their retirement. It creates a sense of control and stability that makes the transition much less stressful. To make retired life even sweeter, the IRS offers tax breaks that are exclusive to the...
by Sylvester Knox | Apr 4, 2021 | Uncategorized
Retirement is an exciting time in every executive’s life, especially when they’ve put in dozens of years of hard work to earn it. Unfortunately, there’s a lot more than handing in your notice that goes into the retirement process. To ensure you can sit back and enjoy...
by Sylvester Knox | Feb 24, 2021 | Personal Finance, Retirement, Uncategorized
While there is no specific age to assume senior citizenship, individuals may consider several factors. Some may give it a thought when they retire from their jobs after they have enrolled for social security or when they have started spending their pension. However,...
by Sylvester Knox | Sep 22, 2020 | Personal Finance, Uncategorized
Personal financial advisors are responsible for maintaining portfolios for a variety of investors. Part of their due diligence is to periodically review customer portfolios to ensure they are appropriate for specific and personal goals. Essentially, there are only a...
by Sylvester Knox | Aug 26, 2020 | Personal Finance, Uncategorized
The term financial advisor is used broadly to identify a wide range of professionals in the finance industry. Even a customer service representative at a bank can be called a financial advisor because they offer advice and information based on the accounts you hold at...
by Sylvester Knox | Jun 11, 2020 | Personal Finance, Uncategorized
Relying on the skills of a financial professional to manage your finances can be a crucial intervention in helping you to reach your financial goals. Your first consideration when hiring a fiduciary should be “how it will influence your net worth.” The use of any...
