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8 Things Keeping You from a Secure Retirement

What’s standing in the way between you and a secure retirement? How can you enjoy life today while planning for the future? Read this blog for the top eight obstacles we see working with hundreds of clients in their peak earnings years planning for retirement.

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Will You Run Out of Money?

What is the one main question people seeking our guidance have: Will I run out of money? Conditions have changed and most individuals will have to rely on personal savings, 401-k type plans, and social security. To make sure you have enough money, focus on what's under your control: saving and your behavior.

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Live Life on Your Terms

You want to live life on your terms. Whether this means maintaining lifestyle, enjoying family and friends, travel, recreation, the list goes on. Finding a way to long-term financial success - living life on your terms- is not easy without guidance. Make sure you aren't committing The 3 No's.

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How to Assess Your Risk Tolerance

Do you know how much risk you are willing to accept in your financial planning? Most people think they do, but what happens to your risk tolerance under conditions you didn't plan for? The real risk is not achieving your financial goals.

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What We Know That Just Ain't So

It ain’t what you know that gets you in trouble, it’s what you know that just ain’t so. This quote is attributed to Mark Twain and has a certain ring of truth, particularly concerning money. Read this blog for 3 financial truths that "ain't so."

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Your Financial Planning "Best Before Date"

Discover how to plan for your retirement while you still have "Possibilities",
rather then ending up with "Probabilities".

What You Can
Expect When
Working With Us

Choosing a financial planner is not a simple choice. We encourage you to interview several potential advisors. It is our feeling that a lot of financial people have lost their way, we haven’t. We offer a fee-only fiduciary financial planning model that validates our client-first ambitions.

Read my posts, listen to my podcasts…and when you’re ready for a real conversation about your wealth, call us.

 

Learn More About Working With Us Request a Complimentary Consultation

J.E. Wilson Advisors, LLC
2431Devine Street
Columbia, SC 29205
803.799.9203 or 888.799.9203

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