Category: Retirement Planning

Women and Wealth: The Unique Financial Needs of Women

Q&A with Capital Advantage Senior Financial Advisor Donna Zinman, CRPC® Over the past 25+ years that I’ve been working in financial services, I’ve noticed differences in women’s financial planning needs and approaches to investing versus men. Women’s roles in the home and the workforce have changed significantly from my mother’s era, when the traditional role […]

Planning for Retirement? Avoid These 3 Costly Mistakes

Avoiding these mistakes should help keep you on track for a secure retirement. 1. Underestimating Life Expectancy When does your retirement plan end? At the age of 75? 85? 95? Underestimating your life expectancy can put you in the position of running short on cash, or even running out of money entirely. The life expectancy […]

Top Tips for Choosing the Right Financial Advisor

Finding the right financial advisor at this stage of your life that can answer those questions for you is critical. Can you afford that dream trip or helping your grandson through college? How do you maximize what you have now for your long-term plans? We asked Ian Castille, CFP®, to give us some tips on […]