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The one thing I tell people is that retirement planning advice is not simply an important aspect of financial planning; it is, in my opinion, a critical part of life planning. Retirement is one of those life transitions that requires long-term forward planning and...
I’ve been a financial planner in Orange County for many years and I’ve helped hundreds of people reach their retirement goals. As the founder and CEO of Cinergy Financial, we take pride in not only offering ongoing education and guidance, we also take time and...
I’ve been a financial planner in Orange County for many years and I’ve helped hundreds of people reach their retirement goals. As the founder and CEO of Cinergy Financial, we take pride in not only offering ongoing education and guidance, we also take time and...
Financial risk is the potential to lose some or all of your investment capital. Individual investors face financial risk whenever they invest their money. Financial markets also face risk, “due to various macroeconomic forces, changes to the market interest rate, and...
