If you’re a successful business owner, you’ve already beaten the odds. Data from the Bureau of Labor Statistics show that almost half of businesses fail within 5 years.¹ But new challenges often accompany professional success. Many owners set their personal wealth planning on the backburner as they … Read More
5 Financial Moves for the Post COVID-19 World
Think back to January 1, 2020. The economy was booming and markets were approaching record highs. Then, the Coronavirus pandemic happened. Many lost their jobs, benefits - or worse. Even if you and your partner have maintained employment and stuck to your investment plans, there are still lessons to … Read More
Beyond Contribution Limits: How to Save More for Your Retirement
When you make more than you spend, one financial goal is to make annual retirement savings up to your contribution limits. Even so, many of you high earners still won't save enough to maintain your current living standards during retirement. To help achieve your retirement goals, you'll need to do … Read More
Key Lessons for Living in Retirement
Here at Magellan Financial, our aim is to help you experience a comfortable retirement. This means building a solid investment plan. Throughout our 2018 Living in Retirement blog series we’ve addressed some of the more common questions and fears that arise both before and during the retirement … Read More
Estate Planning for Retirement
You worked hard your entire life and built up a sizable nest egg to fund your retirement. As you approach the finish line, you need to protect yourself and your legacy to ensure that your assets can be passed on to your loved ones without too many headaches. Part of the estate planner’s job is to … Read More