Are You Looking to Help a Retired, Bored Loved One? Download our Week in Retirement Planner here! Something we’ve been encountering more often with our financial planning clients is concerns around aging parents. At Prism Planning Partners, we get to know our clients on a personal level, and inevitably, these topics come up. As
Read More...
Not sure how you’ll pass the time in retirement? Download our Week in Retirement Planner here! As financial planners, we are in a very unique position to get to know our clients on a deep, personal level. Of course, we dive into clients’ financials, but we spend a lot of time together on more
Read More...
Retirement planning in the Chicago, IL market can seem like a daunting task, but it doesn’t have to be. You may have heard that Social Security isn’t enough to live on during your golden years. While there is much truth to this, your individual retirement goals and lifestyle preferences will determine how much you need
Read More...
You’ve heard the old adage, “don’t put all of your eggs in one basket.” This saying is applicable to many parts of our daily lives, however, it should be turned into a retirement planning mantra, especially for individuals who have placed all of their hard-earned retirement savings into a corporate-sponsored retirement account, such as a
Read More...
On one side of the coin, having too many retirement accounts can result in oversight and be detrimental to your overall retirement savings strategy. However, when you max out accounts, it pays to have other types of retirement accounts available; you can always consolidate accounts later. Having multiple accounts allows you to diversify your savings
Read More...