You already know the basics of personal finance: spend less money than you earn, save the rest. Once you’ve got that covered, it really comes down to how you balance your financial goals. Do you pay off your student loans early or save more toward your retirement? Add in the complexifier of a spouse … 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 financial 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
7 Simple Steps To Create Your Retirement Budget
Most of you probably have some notion of your retirement goals. You may visualize traveling, spending more time with your grandchildren, or even turning a hobby into a retirement business. No matter what kind of activities you hope to enjoy, goals without plans to achieve them are just wishes. … Read More
How to Cut Expenses to Attain Your Retirement Lifestyle
How do you know if you're saving enough for retirement? To begin to answer that question, run a basic retirement calculator at least once a year. Even better, consider obtaining more customized answers from a financial advisor. A financial professional will consider your unique goals and help you … Read More