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From Our Point of View

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10 Financial Steps To Take If Retirement Is Around The Corner

Do you have a retirement countdown set up yet? If you’re within 10 years of your retirement date, you’re probably spending a lot of your time and energy creating your bucket list and dreaming about what to do with all your time when you say goodbye to your colleagues. But before you pack up your office for good, be sure to tighten up all the loose ends in your retirement plan so you can leave your retirement party fully confident in your future.

Nathan Shelton
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5 Unexpected Threats To Your Retirement Plan

What comes to mind when you imagine something wiping out your retirement savings? A personal tragedy? A natural disaster? Maybe a recession? There’s no doubt that these events could significantly impact your portfolio, but they are largely out of your control. The real dangers to your retirement plan are the little-known and often ignored threats that could cause you to lose what you have diligently worked for. Here are 5 ways you could run into retirement trouble and how to help prevent them from derailing your retirement finances.

Market News Nathan Shelton
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Meet Our Team: Nathan Shelton

Financial advising is in my blood. Although my father has been in the financial services industry most of my life and set an incredible example for me, it wasn’t until I got firsthand experience in the industry that I caught the finance bug. Witnessing the confidence clients felt from working with an advisor with whom they had a personal relationship and whom they could trust is what made me fall in love with the idea of serving people as a financial advisor, helping them steward their money responsibly and work toward financial freedom.

Nathan Shelton