Whether you’ve just received a generous bonus, inherited money, or sold a business, deciding how to invest a lump sum can be tricky. Should you invest everything right away, even if the market feels unpredictable? Or should you ease in…
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Football & Finance: How Adjusting Your Game Plan Can Boost Investment Returns
Here at Approach Retirement Advisors, we’re big college football fans (although to keep things neutral, we will not disclose who we’re rooting for). As we start the college football season, we can see some parallels between how our favorite teams…
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The Myth of Sacrifice: Teaching Your Kid to Save for the Future While Enjoying the Present
We’ve all heard it. The financial analogy about the Starbucks latte, how much it will cost you in the long run, and how if you just saved that $5 a day, you’ll be able to retire on that money when…
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A Financial Advisor’s Guide to Purchasing a Vacation Home
In today’s bustling real estate market, the allure of purchasing a vacation home is undeniable. The idea of having a retreat nestled in a picturesque location, ready to offer respite from the demands of daily life, is a dream for…
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Maximizing Your Income: The Importance of Adjusting Tax Withholdings
One of the most critical aspects of managing your finances is ensuring you’re optimizing your income. While many focus on budgeting and saving, one aspect that often gets overlooked is adjusting tax withholdings based on changes in income. It might…
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