You’ve probably seen plenty of images online of smiling, gray-haired couples walking on sandy beaches or pre-retirees meeting with their financial advisors, making plans for how to stretch their income and maximize their Social Security benefits. Or maybe you’ve even seen ads from retirement communities, luring you in with the promise of unlimited opportunities for recreation and a lifestyle they tell you you’ve earned and deserve.
At Shelton Financial we’re honored to count many teachers as clients, helping them work toward peace of mind and financial independence. Unfortunately, we’ve noticed that many of them make the same mistakes in handling their money. We’ve compiled a list here, as well as our thoughts on how to avoid these mistakes, so you can avoid these pitfalls in your investments.
I like to joke that my entry into the financial industry was all thanks to a self-fulfilling prophecy! When I was in high school, I wrote a report about becoming a financial advisor when I was older, so I guess you could say I always knew the road I would take. In all seriousness, though, I’ve always had an interest in investments and financial planning, and once I realized that I could use that passion to help people pursue their financial goals and experience peace of mind, it was a no-brainer!
Have you ever had a pivotal life moment where the path ahead swiftly changed and new opportunities became clear? My hand is raised over here. What started with a seemingly mundane financial decision my wife and I needed to make turned into an unexpected career change. Here’s what happened.
When it comes to money, many of us believe that having lots of it is the be-all, end-all goal. And while, yes, money does make the world go round, we believe that money is a tool, not a solution. That’s why Shelton Financial Group takes a different approach to help people pursue financial freedom with a goal of bringing not only security, but fulfillment too.
