Choosing when to retire is one of the bigger life decisions you will make. As an experienced wealth and investment management advisor, AOG Wealth Management recommends researching the pros and cons of retiring at different ages before making your decision. You need to carefully consider your financial situation, your level of job satisfaction and your […]
What steps can you take to ensure a comfortable, stress-free retirement? While starting to save for retirement early in your career is the first step, there are other factors that will affect the success of your retirement plan. Read on as AOG Wealth Management, your professional investment management advisor, shares some advice.
An individual retirement account (IRA) is a special savings account that offers tax benefits to help you save for retirement. The catch is that in most cases, you can’t touch the funds in your IRA until the age of 59.5, or you’ll be subjected to tax penalties. Nevertheless, some people are still tempted to cash […]
Most investors are familiar with the risk-reward concept, but fail to fully understand what their personal risk level is when it comes to investing. AOG Wealth Management, your experienced wealth management advisor, shares some ways to help you determine the risk preference.
An age-old retirement planning challenge is how to not outlive your retirement savings. A contributor to this challenge is that lifespans are increasing because we are generally staying healthier and medical breakthroughs make what was once a serious procedure now common. Even with careful financial planning, setbacks can occur as retirement timeframes approach. For instance, […]