When you’ve saved your whole life, you want to protect your assets at all costs. Regardless of whether you are nearing retirement or already there, you desire to preserve what you have diligently worked for. But did you know that there are certain behaviors that could cause you to lose your retirement savings? Here are some ways you could run into retirement trouble:
1. Ignoring Your Long-Term StrategyHave you ever taken the time to create an investment philosophy based on your goals, personality, and risk level? If you have, do you stay true to your strategy or do you let your emotions take over when the markets go wild? The reality is that markets fluctuate every day. If you try to ...readmore
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All of us at D. Bryant Retirement Strategies are happy to welcome our new financial advisor to the team, David Brooks. David recently relocated from Florida to Omaha to join the firm.
David brings extensive experience as a financial advisor. He adds additional experience to the team with his knowledge of income planning, tax planning and the health care industry. He will be working closely with Darrell Bryant to help our clients prepare for a secure retirement. ExperienceDavid Brooks began his diverse financial service career over 18 years ago and has served as a financial advisor, branch manager, commodities trader, and investment specialist. He holds his Certified Income Specialist (CIS™) designation from the Institute of Business and Finance as well as his Certified Healthcare Reform Specialist (CHRS®) designation. ...Readmore Even if you spent your working years being financially wise and building a strong financial foundation, retirement is a time to maintain that foundation, not sit back and let things go. Since taking financial shortcuts won’t get you where you want to be, implement some tried and true financial habits to get you one step closer to financial success and greater peace of mind.
1. Live Within Your MeansIf you want to preserve your wealth in retirement, you need to plan ahead for all your retirement expenses, then live within your means. While this may seem like obvious advice, for most Americans it’s a lesson they are preaching but not practicing. Only 55% of Americans are actually living within their means, according to a 2015 Pew Charitable Trust poll. Don’t spend ...Readmore |